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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 | $52,289 | $81,233-35.6% | $155,567-66.4% | $80,874-35.3% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.6%-36.9pp |
| Annual return | 13.46% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $356 | $3,101-88.5% | $4,674-92.4% | $2,756-87.1% |
| Participant deferral / active EE | $1,085 | $3,452-68.6% | $5,628-80.7% | $4,297-74.7% |
| Admin fee / account holder | $5,649 | $7,998-29.4% | $15,916-64.5% | $6,935-18.5% |