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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 | $48,087 | $35,183+36.7% | $73,550-34.6% | $70,126-31.4% |
| Participation rate | 50.8% | 42.9%+7.9pp | 54.9%-4.1pp | 69.5%-18.7pp |
| Annual return | 12.97% | 26.90%-13.9pp | -15.16%+28.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1 | $709-99.9% | $1,219-99.9% | $2,343-100.0% |
| Participant deferral / active EE | $3,023 | $1,220+147.8% | $1,804+67.5% | $3,332-9.3% |
| Admin fee / account holder | $2,194 | $2,302-4.7% | $2,320-5.4% | $4,645-52.8% |