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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 | $52,516 | $98,776-46.8% | $149,745-64.9% | $79,856-34.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.77% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $338 | $3,217-89.5% | $4,646-92.7% | $2,471-86.3% |
| Participant deferral / active EE | $2,717 | $5,681-52.2% | $6,843-60.3% | $3,741-27.4% |
| Admin fee / account holder | $1,529 | $6,053-74.7% | $9,312-83.6% | $5,306-71.2% |