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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 | $39,373 | $116,203-66.1% | $93,621-57.9% | $152,897-74.2% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 17.61% | 35.96%-18.4pp | 32.76%-15.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $181 | $3,219-94.4% | $2,719-93.4% | $4,764-96.2% |
| Participant deferral / active EE | $1,622 | $4,605-64.8% | $4,070-60.1% | $5,851-72.3% |
| Admin fee / account holder | $2,839 | $10,751-73.6% | $7,890-64.0% | $11,599-75.5% |