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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 | $37,366 | $69,248-46.0% | $64,101-41.7% | $139,466-73.2% |
| Participation rate | 47.4% | 75.6%-28.2pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 20.08% | 45.95%-25.9pp | 33.72%-13.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $384 | $3,185-87.9% | $2,749-86.0% | $4,754-91.9% |
| Participant deferral / active EE | $6,758 | $4,682+44.3% | $3,881+74.1% | $6,712+0.7% |
| Admin fee / account holder | $1,964 | $4,247-53.8% | $3,070-36.0% | $11,409-82.8% |