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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 | $49,472 | $95,406-48.1% | $185,849-73.4% | $85,847-42.4% |
| Participation rate | 49.5% | 68.8%-19.3pp | 81.7%-32.3pp | 69.3%-19.9pp |
| Annual return | 14.91% | 23.59%-8.7pp | 122.10%-107.2pp | 318.61%-303.7pp |
| Employer contribution / active EE | $259 | $3,314-92.2% | $5,169-95.0% | $2,565-89.9% |
| Participant deferral / active EE | $2,747 | $3,424-19.8% | $5,569-50.7% | $3,952-30.5% |
| Admin fee / account holder | $3,977 | $7,214-44.9% | $16,244-75.5% | $6,261-36.5% |