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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 | $49,495 | $56,054-11.7% | $171,082-71.1% | $62,881-21.3% |
| Participation rate | 47.9% | 62.9%-15.0pp | 76.7%-28.8pp | 69.3%-21.4pp |
| Annual return | 6.68% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $32 | $1,731-98.1% | $4,002-99.2% | $2,281-98.6% |
| Participant deferral / active EE | $1,352 | $3,158-57.2% | $4,797-71.8% | $3,203-57.8% |
| Admin fee / account holder | $1,076 | $3,647-70.5% | $8,520-87.4% | $4,296-75.0% |