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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 | $53,834 | $63,346-15.0% | $92,240-41.6% | $70,126-23.2% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 16.50% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $410 | $2,471-83.4% | $3,680-88.9% | $2,343-82.5% |
| Participant deferral / active EE | $2,381 | $2,854-16.6% | $3,897-38.9% | $3,332-28.6% |
| Admin fee / account holder | $3,955 | $3,841+3.0% | $5,194-23.9% | $4,645-14.9% |