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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 | $49,342 | $78,690-37.3% | $161,489-69.4% | $87,485-43.6% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 19.94% | 32.74%-12.8pp | 89.72%-69.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $328 | $2,588-87.3% | $4,268-92.3% | $2,596-87.4% |
| Participant deferral / active EE | $2,753 | $3,311-16.8% | $5,630-51.1% | $4,274-35.6% |
| Admin fee / account holder | $4,123 | $6,724-38.7% | $16,006-74.2% | $7,775-47.0% |