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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 | $49,812 | $78,690-36.7% | $161,489-69.2% | $87,485-43.1% |
| Participation rate | 55.2% | 67.5%-12.3pp | 78.7%-23.5pp | 68.9%-13.8pp |
| Annual return | 17.69% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $169 | $2,588-93.5% | $4,268-96.0% | $2,596-93.5% |
| Participant deferral / active EE | $3,203 | $3,311-3.3% | $5,630-43.1% | $4,274-25.1% |
| Admin fee / account holder | $3,162 | $6,724-53.0% | $16,006-80.2% | $7,775-59.3% |