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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 | $44,114 | $53,128-17.0% | $86,582-49.0% | $70,126-37.1% |
| Participation rate | 56.8% | 65.3%-8.5pp | 73.5%-16.8pp | 69.5%-12.8pp |
| Annual return | 15.96% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $162 | $2,068-92.2% | $2,839-94.3% | $2,343-93.1% |
| Participant deferral / active EE | $2,514 | $2,695-6.7% | $3,609-30.3% | $3,332-24.5% |
| Admin fee / account holder | $4,430 | $3,584+23.6% | $4,904-9.7% | $4,645-4.6% |