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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 | $48,247 | $65,696-26.6% | $56,429-14.5% | $147,586-67.3% |
| Participation rate | 50.0% | 85.5%-35.5pp | 80.0%-30.0pp | 82.8%-32.8pp |
| Annual return | 11.59% | 13.32%-1.7pp | 19.04%-7.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,160 | $4,121-71.9% | $3,405-65.9% | $4,876-76.2% |
| Participant deferral / active EE | $1,304 | $4,876-73.2% | $3,951-67.0% | $5,439-76.0% |
| Admin fee / account holder | $728 | $5,947-87.8% | $4,466-83.7% | $10,886-93.3% |