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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 | $51,267 | $91,179-43.8% | $178,499-71.3% | $79,852-35.8% |
| Participation rate | 46.8% | 69.2%-22.5pp | 81.9%-35.2pp | 69.6%-22.9pp |
| Annual return | 13.47% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $125 | $3,256-96.2% | $5,011-97.5% | $2,471-94.9% |
| Participant deferral / active EE | $1,732 | $3,236-46.5% | $5,202-66.7% | $3,740-53.7% |
| Admin fee / account holder | $2,899 | $6,749-57.0% | $13,986-79.3% | $5,306-45.4% |