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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 | $56,063-12.7% | $76,051-35.7% | $80,911-39.5% |
| Participation rate | 42.3% | 62.0%-19.8pp | 69.1%-26.8pp | 67.6%-25.4pp |
| Annual return | 10.38% | 20.54%-10.2pp | 360.42%-350.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $328 | $1,874-82.5% | $2,690-87.8% | $2,756-88.1% |
| Participant deferral / active EE | $2,371 | $3,052-22.3% | $4,257-44.3% | $4,297-44.8% |
| Admin fee / account holder | $3,781 | $5,240-27.8% | $6,416-41.1% | $6,935-45.5% |