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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 | $53,876 | $96,136-44.0% | $135,987-60.4% | $80,925-33.4% |
| Participation rate | 31.3% | 71.2%-40.0pp | 76.4%-45.2pp | 67.7%-36.4pp |
| Annual return | 12.22% | 28.70%-16.5pp | 580.01%-567.8pp | 35.65%-23.4pp |
| Employer contribution / active EE | $255 | $3,350-92.4% | $4,214-94.0% | $2,756-90.8% |
| Participant deferral / active EE | $2,345 | $5,706-58.9% | $7,027-66.6% | $4,299-45.5% |
| Admin fee / account holder | $2,263 | $8,236-72.5% | $6,716-66.3% | $6,940-67.4% |