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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 | $41,864 | $78,428-46.6% | $95,960-56.4% | $79,852-47.6% |
| Participation rate | 47.2% | 73.5%-26.3pp | 77.1%-29.9pp | 69.6%-22.4pp |
| Annual return | 14.52% | 19.37%-4.8pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $364 | $1,945-81.3% | $2,541-85.7% | $2,471-85.3% |
| Participant deferral / active EE | $1,890 | $3,440-45.0% | $4,167-54.6% | $3,740-49.5% |
| Admin fee / account holder | $8,718 | $5,622+55.1% | $6,797+28.3% | $5,306+64.3% |