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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 | $44,734 | $77,638-42.4% | $156,551-71.4% | $62,881-28.9% |
| Participation rate | 55.4% | 71.2%-15.8pp | 84.0%-28.7pp | 69.3%-13.9pp |
| Annual return | 8.15% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $253 | $3,444-92.6% | $5,501-95.4% | $2,281-88.9% |
| Participant deferral / active EE | $2,760 | $3,046-9.4% | $4,871-43.3% | $3,203-13.8% |
| Admin fee / account holder | $10,689 | $5,561+92.2% | $13,028-18.0% | $4,296+148.8% |