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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 | $47,688 | $55,889-14.7% | $76,119-37.3% | $80,935-41.1% |
| Participation rate | 40.5% | 62.1%-21.6pp | 69.1%-28.6pp | 67.7%-27.2pp |
| Annual return | 11.60% | 20.58%-9.0pp | 361.25%-349.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $286 | $1,866-84.7% | $2,693-89.4% | $2,757-89.6% |
| Participant deferral / active EE | $1,705 | $3,051-44.1% | $4,259-60.0% | $4,299-60.3% |
| Admin fee / account holder | $1,620 | $5,241-69.1% | $6,421-74.8% | $6,924-76.6% |