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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 | $45,155 | $36,767+22.8% | $81,473-44.6% | $62,293-27.5% |
| Participation rate | 49.5% | 54.4%-4.9pp | 68.0%-18.4pp | 69.5%-20.0pp |
| Annual return | 17.83% | 173.80%-156.0pp | 38.78%-21.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $176 | $1,128-84.4% | $2,568-93.2% | $2,042-91.4% |
| Participant deferral / active EE | $1,041 | $2,111-50.7% | $3,537-70.6% | $3,169-67.2% |
| Admin fee / account holder | $1,513 | $797+89.8% | $4,561-66.8% | $479+215.6% |