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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 | $49,474 | $58,828-15.9% | $78,002-36.6% | $62,881-21.3% |
| Participation rate | 50.9% | 71.1%-20.1pp | 75.5%-24.6pp | 69.3%-18.4pp |
| Annual return | 8.13% | 17.16%-9.0pp | 425.99%-417.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $277 | $1,672-83.4% | $2,470-88.8% | $2,281-87.9% |
| Participant deferral / active EE | $1,864 | $2,686-30.6% | $3,497-46.7% | $3,203-41.8% |
| Admin fee / account holder | $4,692 | $4,393+6.8% | $5,481-14.4% | $4,296+9.2% |