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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 | $50,332 | $51,638-2.5% | $68,368-26.4% | $82,448-39.0% |
| Participation rate | 21.4% | 63.6%-42.2pp | 73.8%-52.3pp | 68.1%-46.6pp |
| Annual return | 17.86% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $212 | $2,047-89.6% | $2,649-92.0% | $2,551-91.7% |
| Participant deferral / active EE | $556 | $2,914-80.9% | $4,123-86.5% | $4,139-86.6% |
| Admin fee / account holder | $4,715 | $4,643+1.5% | $5,150-8.4% | $7,234-34.8% |