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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 | $57,673 | $83,485-30.9% | $125,192-53.9% | $72,975-21.0% |
| Participation rate | 49.3% | 73.3%-24.0pp | 79.8%-30.5pp | 69.5%-20.2pp |
| Annual return | 22.25% | 25.77%-3.5pp | 43.79%-21.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $198 | $2,346-91.6% | $3,866-94.9% | $2,440-91.9% |
| Participant deferral / active EE | $2,557 | $3,586-28.7% | $4,937-48.2% | $3,608-29.1% |
| Admin fee / account holder | $18,153 | $5,518+229.0% | $9,704+87.1% | $5,124+254.3% |