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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 | $46,158 | $101,752-54.6% | $164,928-72.0% | $80,911-43.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 13.16% | 16.73%-3.6pp | 70.08%-56.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $812 | $2,953-72.5% | $4,343-81.3% | $2,756-70.5% |
| Participant deferral / active EE | $2,972 | $4,477-33.6% | $6,034-50.7% | $4,297-30.8% |
| Admin fee / account holder | $3,424 | $8,218-58.3% | $12,684-73.0% | $6,935-50.6% |