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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 | $44,466 | $157,829-71.8% | $136,867-67.5% | $198,609-77.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 14.81% | 51.25%-36.4pp | 42.97%-28.2pp | 202.70%-187.9pp |
| Employer contribution / active EE | $676 | $3,923-82.8% | $3,547-80.9% | $5,055-86.6% |
| Participant deferral / active EE | $3,726 | $5,463-31.8% | $4,924-24.3% | $6,977-46.6% |
| Admin fee / account holder | $936 | $11,107-91.6% | $10,340-90.9% | $19,030-95.1% |