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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 | $48,751 | $51,736-5.8% | $120,225-59.5% | $67,986-28.3% |
| Participation rate | 31.5% | 46.1%-14.6pp | 69.6%-38.1pp | 57.2%-25.7pp |
| Annual return | 17.41% | 31.98%-14.6pp | 439.23%-421.8pp | 31.67%-14.3pp |
| Employer contribution / active EE | $107 | $1,071-90.0% | $3,475-96.9% | $2,019-94.7% |
| Participant deferral / active EE | $1,371 | $2,206-37.8% | $3,999-65.7% | $3,358-59.2% |
| Admin fee / account holder | $1,575 | $4,159-62.1% | $5,696-72.3% | $3,203-50.8% |