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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 | $44,341 | $91,167-51.4% | $178,498-75.2% | $79,858-44.5% |
| Participation rate | 47.1% | 69.2%-22.1pp | 81.9%-34.9pp | 69.6%-22.6pp |
| Annual return | 13.75% | 24.19%-10.4pp | 151.09%-137.3pp | 31.72%-18.0pp |
| Employer contribution / active EE | $249 | $3,255-92.4% | $5,011-95.0% | $2,471-89.9% |
| Participant deferral / active EE | $2,665 | $3,236-17.6% | $5,202-48.8% | $3,740-28.7% |
| Admin fee / account holder | $3,788 | $6,747-43.9% | $13,985-72.9% | $5,306-28.6% |