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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 | $48,531 | $93,346-48.0% | $71,796-32.4% | $273,972-82.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 9.86% | 130.39%-120.5pp | 78.04%-68.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $35 | $2,733-98.7% | $1,924-98.2% | $4,869-99.3% |
| Participant deferral / active EE | $1,289 | $3,475-62.9% | $2,794-53.9% | $5,287-75.6% |
| Admin fee / account holder | $2,502 | $6,571-61.9% | $4,815-48.0% | $10,133-75.3% |