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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 | $52,471 | $93,345-43.8% | $119,126-56.0% | $87,485-40.0% |
| Participation rate | 47.2% | 68.7%-21.5pp | 75.8%-28.6pp | 68.9%-21.7pp |
| Annual return | 13.56% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $418 | $3,172-86.8% | $4,034-89.6% | $2,596-83.9% |
| Participant deferral / active EE | $2,258 | $4,099-44.9% | $5,318-57.5% | $4,274-47.2% |
| Admin fee / account holder | $3,537 | $8,039-56.0% | $10,693-66.9% | $7,775-54.5% |