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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 | $50,446 | $77,908-35.2% | $149,696-66.3% | $75,173-32.9% |
| Participation rate | 29.8% | 65.6%-35.8pp | 78.8%-49.0pp | 67.2%-37.4pp |
| Annual return | 20.04% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $276 | $3,138-91.2% | $4,821-94.3% | $2,671-89.7% |
| Participant deferral / active EE | $1,015 | $3,411-70.2% | $5,682-82.1% | $4,126-75.4% |
| Admin fee / account holder | $3,986 | $5,950-33.0% | $13,212-69.8% | $5,651-29.5% |