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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 | $46,136 | $86,891-46.9% | $142,516-67.6% | $75,173-38.6% |
| Participation rate | 46.8% | 68.5%-21.7pp | 76.8%-30.0pp | 67.2%-20.4pp |
| Annual return | 13.62% | 23.31%-9.7pp | 19.99%-6.4pp | 160.72%-147.1pp |
| Employer contribution / active EE | $851 | $3,355-74.6% | $4,849-82.5% | $2,671-68.2% |
| Participant deferral / active EE | $2,381 | $4,938-51.8% | $6,280-62.1% | $4,126-42.3% |
| Admin fee / account holder | $14,998 | $7,299+105.5% | $10,008+49.9% | $5,651+165.4% |