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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 | $44,950 | $93,345-51.8% | $119,126-62.3% | $87,485-48.6% |
| Participation rate | 46.1% | 68.7%-22.7pp | 75.8%-29.7pp | 68.9%-22.9pp |
| Annual return | 22.86% | 19.08%+3.8pp | 282.11%-259.2pp | 26.06%-3.2pp |
| Employer contribution / active EE | $532 | $3,172-83.2% | $4,034-86.8% | $2,596-79.5% |
| Participant deferral / active EE | $2,527 | $4,099-38.3% | $5,318-52.5% | $4,274-40.9% |
| Admin fee / account holder | $2,798 | $8,039-65.2% | $10,693-73.8% | $7,775-64.0% |