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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 | $51,149 | $76,383-33.0% | $121,663-58.0% | $64,340-20.5% |
| Participation rate | 37.9% | 60.4%-22.5pp | 74.5%-36.6pp | 55.2%-17.3pp |
| Annual return | 12.58% | 16.98%-4.4pp | 147.54%-135.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $258 | $1,943-86.7% | $3,020-91.4% | $1,862-86.1% |
| Participant deferral / active EE | $1,340 | $3,149-57.5% | $4,887-72.6% | $2,980-55.0% |
| Admin fee / account holder | $6,790 | $4,142+64.0% | $14,289-52.5% | $3,703+83.4% |