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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 | $48,540 | $78,607-38.2% | $105,624-54.0% | $74,478-34.8% |
| Participation rate | 57.4% | 72.8%-15.4pp | 75.3%-17.9pp | 67.2%-9.8pp |
| Annual return | 12.91% | 15.96%-3.1pp | 116.20%-103.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $605 | $2,523-76.0% | $3,168-80.9% | $2,626-77.0% |
| Participant deferral / active EE | $3,044 | $4,325-29.6% | $5,013-39.3% | $4,350-30.0% |
| Admin fee / account holder | $1,247 | $2,220-43.8% | $10,961-88.6% | $1,946-35.9% |