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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 | $46,591 | $102,422-54.5% | $147,117-68.3% | $80,959-42.5% |
| Participation rate | 54.3% | 75.9%-21.5pp | 82.2%-27.8pp | 67.7%-13.3pp |
| Annual return | 13.84% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $527 | $3,717-85.8% | $4,932-89.3% | $2,757-80.9% |
| Participant deferral / active EE | $4,851 | $6,652-27.1% | $8,065-39.9% | $4,300+12.8% |
| Admin fee / account holder | $2,106 | $7,953-73.5% | $12,993-83.8% | $6,925-69.6% |