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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 | $44,219 | $106,864-58.6% | $147,318-70.0% | $82,637-46.5% |
| Participation rate | 54.4% | 75.5%-21.1pp | 82.1%-27.7pp | 68.1%-13.7pp |
| Annual return | 15.07% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $112 | $3,417-96.7% | $4,593-97.6% | $2,552-95.6% |
| Participant deferral / active EE | $4,963 | $6,496-23.6% | $7,906-37.2% | $4,126+20.3% |
| Admin fee / account holder | $4,639 | $8,415-44.9% | $13,708-66.2% | $7,339-36.8% |