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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 | $47,682 | $43,496+9.6% | $161,489-70.5% | $64,340-25.9% |
| Participation rate | 26.0% | 53.5%-27.5pp | 78.7%-52.7pp | 55.2%-29.2pp |
| Annual return | 12.29% | 20.76%-8.5pp | 89.72%-77.4pp | 24.14%-11.9pp |
| Employer contribution / active EE | $169 | $1,431-88.2% | $4,268-96.0% | $1,862-90.9% |
| Participant deferral / active EE | $1,389 | $1,996-30.4% | $5,630-75.3% | $2,980-53.4% |
| Admin fee / account holder | $999 | $2,330-57.1% | $16,006-93.8% | $3,703-73.0% |