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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 | $44,099 | $88,672-50.3% | $105,223-58.1% | $82,448-46.5% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 16.98% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $734 | $3,048-75.9% | $3,689-80.1% | $2,551-71.2% |
| Participant deferral / active EE | $3,436 | $4,036-14.9% | $5,072-32.3% | $4,139-17.0% |
| Admin fee / account holder | $5,287 | $7,146-26.0% | $8,859-40.3% | $7,234-26.9% |