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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 | $45,709 | $81,331-43.8% | $155,534-70.6% | $80,935-43.5% |
| Participation rate | 47.2% | 66.3%-19.1pp | 78.2%-31.0pp | 67.7%-20.5pp |
| Annual return | 12.40% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $74 | $3,105-97.6% | $4,675-98.4% | $2,757-97.3% |
| Participant deferral / active EE | $2,970 | $3,454-14.0% | $5,630-47.2% | $4,299-30.9% |
| Admin fee / account holder | $2,092 | $7,999-73.9% | $15,900-86.8% | $6,924-69.8% |