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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 | $38,489 | $77,638-50.4% | $156,551-75.4% | $62,881-38.8% |
| Participation rate | 51.2% | 71.2%-20.0pp | 84.0%-32.9pp | 69.3%-18.1pp |
| Annual return | 6.78% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $311 | $3,444-91.0% | $5,501-94.3% | $2,281-86.4% |
| Participant deferral / active EE | $2,391 | $3,046-21.5% | $4,871-50.9% | $3,203-25.4% |
| Admin fee / account holder | $6,334 | $5,561+13.9% | $13,028-51.4% | $4,296+47.5% |