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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 | $49,933 | $91,167-45.2% | $178,498-72.0% | $79,858-37.5% |
| Participation rate | 38.2% | 69.2%-31.0pp | 81.9%-43.7pp | 69.6%-31.4pp |
| Annual return | 12.92% | 24.19%-11.3pp | 151.09%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $105 | $3,255-96.8% | $5,011-97.9% | $2,471-95.7% |
| Participant deferral / active EE | $2,211 | $3,236-31.7% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $4,429 | $6,747-34.4% | $13,985-68.3% | $5,306-16.5% |