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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 | $59,384 | $80,748-26.5% | $102,383-42.0% | $74,429-20.2% |
| Participation rate | 45.4% | 65.7%-20.3pp | 74.5%-29.1pp | 67.2%-21.8pp |
| Annual return | 13.25% | 27.57%-14.3pp | 24.94%-11.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $479 | $3,159-84.8% | $3,870-87.6% | $2,625-81.7% |
| Participant deferral / active EE | $2,799 | $3,861-27.5% | $5,060-44.7% | $4,348-35.6% |
| Admin fee / account holder | $2,864 | $2,371+20.8% | $8,391-65.9% | $1,944+47.3% |