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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 | $52,080 | $91,559-43.1% | $133,978-61.1% | $79,856-34.8% |
| Participation rate | 39.4% | 73.3%-34.0pp | 79.8%-40.5pp | 69.6%-30.3pp |
| Annual return | 11.53% | 61.85%-50.3pp | 45.10%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $443 | $2,384-81.4% | $3,919-88.7% | $2,471-82.1% |
| Participant deferral / active EE | $1,907 | $3,734-48.9% | $5,047-62.2% | $3,741-49.0% |
| Admin fee / account holder | $8,014 | $6,321+26.8% | $8,930-10.3% | $5,306+51.0% |