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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 | $48,218 | $77,638-37.9% | $156,551-69.2% | $62,881-23.3% |
| Participation rate | 48.4% | 71.2%-22.8pp | 84.0%-35.6pp | 69.3%-20.9pp |
| Annual return | 7.50% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $246 | $3,444-92.8% | $5,501-95.5% | $2,281-89.2% |
| Participant deferral / active EE | $1,341 | $3,046-56.0% | $4,871-72.5% | $3,203-58.1% |
| Admin fee / account holder | $1,401 | $5,561-74.8% | $13,028-89.2% | $4,296-67.4% |