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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 | $45,051 | $75,962-40.7% | $154,108-70.8% | $64,173-29.8% |
| Participation rate | 48.2% | 70.4%-22.2pp | 83.0%-34.8pp | 69.6%-21.4pp |
| Annual return | 8.46% | 30.32%-21.9pp | 735.21%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $254 | $3,350-92.4% | $5,298-95.2% | $2,381-89.3% |
| Participant deferral / active EE | $3,106 | $3,175-2.2% | $5,081-38.9% | $3,470-10.5% |
| Admin fee / account holder | $1,313 | $5,589-76.5% | $13,411-90.2% | $4,887-73.1% |