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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 | $50,597 | $79,223-36.1% | $102,460-50.6% | $74,478-32.1% |
| Participation rate | 53.7% | 74.8%-21.0pp | 76.5%-22.8pp | 67.2%-13.5pp |
| Annual return | 11.72% | 54.98%-43.3pp | 29.47%-17.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $734 | $2,363-68.9% | $3,025-75.7% | $2,626-72.1% |
| Participant deferral / active EE | $2,186 | $4,417-50.5% | $5,056-56.8% | $4,350-49.8% |
| Admin fee / account holder | $2,006 | $2,003+0.1% | $9,460-78.8% | $1,946+3.1% |