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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 | $52,189 | $98,766-47.2% | $149,730-65.1% | $79,852-34.6% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 21.37% | 27.43%-6.1pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $486 | $3,217-84.9% | $4,645-89.5% | $2,471-80.3% |
| Participant deferral / active EE | $2,852 | $5,681-49.8% | $6,843-58.3% | $3,740-23.7% |
| Admin fee / account holder | $4,532 | $6,052-25.1% | $9,310-51.3% | $5,306-14.6% |