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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 | $59,407 | $98,240-39.5% | $82,312-27.8% | $147,586-59.7% |
| Participation rate | 43.8% | 79.7%-36.0pp | 76.9%-33.1pp | 82.8%-39.1pp |
| Annual return | 12.11% | 30.85%-18.7pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $398 | $3,192-87.5% | $2,428-83.6% | $4,876-91.8% |
| Participant deferral / active EE | $1,836 | $4,383-58.1% | $3,706-50.5% | $5,439-66.3% |
| Admin fee / account holder | $2,823 | $8,563-67.0% | $5,608-49.7% | $10,886-74.1% |