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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 | $52,868 | $77,920-32.2% | $149,723-64.7% | $75,177-29.7% |
| Participation rate | 37.2% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $375 | $3,138-88.1% | $4,821-92.2% | $2,671-86.0% |
| Participant deferral / active EE | $1,737 | $3,411-49.1% | $5,682-69.4% | $4,126-57.9% |
| Admin fee / account holder | $18,078 | $5,951+203.8% | $13,215+36.8% | $5,651+219.9% |