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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 | $80,781-26.5% | $102,437-42.0% | $74,478-20.3% |
| Participation rate | 45.4% | 65.7%-20.3pp | 74.5%-29.1pp | 67.2%-21.8pp |
| Annual return | 13.25% | 27.58%-14.3pp | 24.95%-11.7pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $479 | $3,160-84.8% | $3,871-87.6% | $2,626-81.8% |
| Participant deferral / active EE | $2,799 | $3,862-27.5% | $5,060-44.7% | $4,350-35.6% |
| Admin fee / account holder | $2,864 | $2,372+20.7% | $8,388-65.9% | $1,946+47.2% |