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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 | $52,032 | $93,345-44.3% | $119,126-56.3% | $87,485-40.5% |
| Participation rate | 62.9% | 68.7%-5.9pp | 75.8%-12.9pp | 68.9%-6.1pp |
| Annual return | 14.29% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $395 | $3,172-87.5% | $4,034-90.2% | $2,596-84.8% |
| Participant deferral / active EE | $2,564 | $4,099-37.5% | $5,318-51.8% | $4,274-40.0% |
| Admin fee / account holder | $3,637 | $8,039-54.8% | $10,693-66.0% | $7,775-53.2% |