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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 | $52,196 | $43,496+20.0% | $161,489-67.7% | $64,340-18.9% |
| Participation rate | 16.8% | 53.5%-36.7pp | 78.7%-61.9pp | 55.2%-38.4pp |
| Annual return | 14.61% | 20.76%-6.2pp | 89.72%-75.1pp | 24.14%-9.5pp |
| Employer contribution / active EE | $192 | $1,431-86.6% | $4,268-95.5% | $1,862-89.7% |
| Participant deferral / active EE | $748 | $1,996-62.5% | $5,630-86.7% | $2,980-74.9% |
| Admin fee / account holder | $1,627 | $2,330-30.2% | $16,006-89.8% | $3,703-56.0% |