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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 | $46,251 | $81,358-43.2% | $155,556-70.3% | $80,959-42.9% |
| Participation rate | 44.0% | 66.3%-22.3pp | 78.2%-34.2pp | 67.7%-23.7pp |
| Annual return | 12.23% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $141 | $3,106-95.5% | $4,675-97.0% | $2,757-94.9% |
| Participant deferral / active EE | $2,736 | $3,455-20.8% | $5,631-51.4% | $4,300-36.4% |
| Admin fee / account holder | $1,185 | $7,994-85.2% | $15,885-92.5% | $6,925-82.9% |