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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 | $48,939 | $55,902-12.5% | $76,030-35.6% | $80,959-39.6% |
| Participation rate | 42.3% | 62.1%-19.8pp | 69.1%-26.8pp | 67.7%-25.4pp |
| Annual return | 10.38% | 20.59%-10.2pp | 361.54%-351.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $328 | $1,867-82.4% | $2,688-87.8% | $2,757-88.1% |
| Participant deferral / active EE | $2,371 | $3,051-22.3% | $4,257-44.3% | $4,300-44.9% |
| Admin fee / account holder | $3,781 | $5,239-27.8% | $6,421-41.1% | $6,925-45.4% |