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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 | $53,839 | $78,707-31.6% | $117,861-54.3% | $70,126-23.2% |
| Participation rate | 55.9% | 73.2%-17.3pp | 79.7%-23.8pp | 69.5%-13.6pp |
| Annual return | 25.34% | 23.30%+2.0pp | 335.11%-309.8pp | 73.15%-47.8pp |
| Employer contribution / active EE | $19 | $2,223-99.1% | $3,786-99.5% | $2,343-99.2% |
| Participant deferral / active EE | $2,209 | $3,297-33.0% | $4,482-50.7% | $3,332-33.7% |
| Admin fee / account holder | $2,925 | $5,066-42.3% | $8,021-63.5% | $4,646-37.0% |