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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 | $44,695 | $91,179-51.0% | $178,499-75.0% | $79,852-44.0% |
| Participation rate | 62.9% | 69.2%-6.4pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 13.94% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $292 | $3,256-91.0% | $5,011-94.2% | $2,471-88.2% |
| Participant deferral / active EE | $3,882 | $3,236+20.0% | $5,202-25.4% | $3,740+3.8% |
| Admin fee / account holder | $1,442 | $6,749-78.6% | $13,986-89.7% | $5,306-72.8% |