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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,162 | $79,955-47.3% | $98,461-57.2% | $75,173-43.9% |
| Participation rate | 47.4% | 70.4%-23.0pp | 75.2%-27.8pp | 67.2%-19.8pp |
| Annual return | 15.78% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $261 | $2,264-88.5% | $3,049-91.4% | $2,671-90.2% |
| Participant deferral / active EE | $1,598 | $3,752-57.4% | $4,738-66.3% | $4,126-61.3% |
| Admin fee / account holder | $990 | $6,841-85.5% | $8,961-89.0% | $5,651-82.5% |