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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 | $57,551 | $78,705-26.9% | $117,857-51.2% | $70,131-17.9% |
| Participation rate | 36.6% | 73.2%-36.6pp | 79.7%-43.1pp | 69.5%-33.0pp |
| Annual return | 16.97% | 23.30%-6.3pp | 335.09%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $215 | $2,223-90.4% | $3,786-94.3% | $2,342-90.8% |
| Participant deferral / active EE | $2,047 | $3,297-37.9% | $4,482-54.3% | $3,332-38.6% |
| Admin fee / account holder | $885 | $5,065-82.5% | $8,020-89.0% | $4,645-80.9% |