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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 | $49,977 | $78,690-36.5% | $161,489-69.1% | $87,485-42.9% |
| Participation rate | 38.7% | 67.5%-28.8pp | 78.7%-40.0pp | 68.9%-30.2pp |
| Annual return | 13.05% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $192 | $2,588-92.6% | $4,268-95.5% | $2,596-92.6% |
| Participant deferral / active EE | $1,407 | $3,311-57.5% | $5,630-75.0% | $4,274-67.1% |
| Admin fee / account holder | $5,178 | $6,724-23.0% | $16,006-67.7% | $7,775-33.4% |