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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 | $48,121 | $78,707-38.9% | $117,861-59.2% | $70,126-31.4% |
| Participation rate | 65.3% | 73.2%-7.9pp | 79.7%-14.4pp | 69.5%-4.2pp |
| Annual return | 17.32% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $222 | $2,223-90.0% | $3,786-94.1% | $2,343-90.5% |
| Participant deferral / active EE | $2,232 | $3,297-32.3% | $4,482-50.2% | $3,332-33.0% |
| Admin fee / account holder | $318 | $5,066-93.7% | $8,021-96.0% | $4,645-93.2% |