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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 | $43,620 | $78,707-44.6% | $117,861-63.0% | $70,126-37.8% |
| Participation rate | 47.3% | 73.2%-25.9pp | 79.7%-32.4pp | 69.5%-22.3pp |
| Annual return | 25.56% | 23.30%+2.3pp | 335.11%-309.5pp | 73.15%-47.6pp |
| Employer contribution / active EE | $231 | $2,223-89.6% | $3,786-93.9% | $2,343-90.1% |
| Participant deferral / active EE | $2,291 | $3,297-30.5% | $4,482-48.9% | $3,332-31.2% |
| Admin fee / account holder | $1,104 | $5,066-78.2% | $8,021-86.2% | $4,645-76.2% |