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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 | $59,439 | $77,638-23.4% | $156,551-62.0% | $62,881-5.5% |
| Participation rate | 44.8% | 71.2%-26.4pp | 84.0%-39.2pp | 69.3%-24.5pp |
| Annual return | 11.61% | 50.33%-38.7pp | 32.23%-20.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $291 | $3,444-91.6% | $5,501-94.7% | $2,281-87.2% |
| Participant deferral / active EE | $2,442 | $3,046-19.8% | $4,871-49.9% | $3,203-23.8% |
| Admin fee / account holder | $614 | $5,561-89.0% | $13,028-95.3% | $4,296-85.7% |