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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 | $48,808 | $84,236-42.1% | $170,435-71.4% | $70,126-30.4% |
| Participation rate | 39.5% | 70.8%-31.3pp | 83.6%-44.1pp | 69.5%-30.0pp |
| Annual return | 16.05% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $296 | $3,387-91.3% | $5,432-94.5% | $2,343-87.4% |
| Participant deferral / active EE | $2,501 | $3,086-18.9% | $4,939-49.4% | $3,332-24.9% |
| Admin fee / account holder | $1,995 | $5,698-65.0% | $13,881-85.6% | $4,645-57.0% |