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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 | $48,703 | $117,846-58.7% | $102,434-52.5% | $145,884-66.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 10.28% | 31.90%-21.6pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $768 | $3,615-78.8% | $3,023-74.6% | $4,662-83.5% |
| Participant deferral / active EE | $2,863 | $5,733-50.1% | $5,055-43.4% | $6,690-57.2% |
| Admin fee / account holder | $1,101 | $13,356-91.8% | $9,462-88.4% | $13,392-91.8% |