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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 | $49,631 | $72,404-31.5% | $110,243-55.0% | $64,173-22.7% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.8pp | 69.6%-22.5pp |
| Annual return | 29.79% | -6.29%+36.1pp | 314.76%-285.0pp | 7.63%+22.2pp |
| Employer contribution / active EE | $148 | $2,282-93.5% | $3,827-96.1% | $2,381-93.8% |
| Participant deferral / active EE | $1,657 | $3,469-52.2% | $4,672-64.5% | $3,470-52.2% |
| Admin fee / account holder | $23,095 | $5,664+307.7% | $8,548+170.2% | $4,887+372.5% |