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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 | $48,773 | $59,402-17.9% | $93,654-47.9% | $74,546-34.6% |
| Participation rate | 21.6% | 59.7%-38.1pp | 68.7%-47.2pp | 67.2%-45.7pp |
| Annual return | 14.70% | 81.86%-67.2pp | 133.34%-118.6pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $238 | $1,265-81.2% | $2,421-90.2% | $2,624-90.9% |
| Participant deferral / active EE | $2,410 | $3,049-20.9% | $4,413-45.4% | $4,347-44.6% |
| Admin fee / account holder | $3,029 | $3,023+0.2% | $8,282-63.4% | $1,944+55.9% |