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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 | $48,655 | $51,169-4.9% | $108,753-55.3% | $65,191-25.4% |
| Participation rate | 19.5% | 47.1%-27.6pp | 71.1%-51.6pp | 63.0%-43.5pp |
| Annual return | 10.42% | 15.72%-5.3pp | 37.47%-27.1pp | 51.24%-40.8pp |
| Employer contribution / active EE | $152 | $1,535-90.1% | $2,427-93.8% | $2,400-93.7% |
| Participant deferral / active EE | $1,044 | $1,765-40.8% | $4,115-74.6% | $2,671-60.9% |
| Admin fee / account holder | $1,088 | $1,722-36.8% | $10,320-89.5% | $907+20.0% |