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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 | $46,603 | $81,262-42.7% | $155,602-70.1% | $80,911-42.4% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-60.0pp |
| Annual return | 16.24% | 33.34%-17.1pp | 64.81%-48.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $96 | $3,102-96.9% | $4,675-97.9% | $2,756-96.5% |
| Participant deferral / active EE | $1,227 | $3,451-64.4% | $5,629-78.2% | $4,297-71.4% |
| Admin fee / account holder | $1,067 | $7,992-86.6% | $15,923-93.3% | $6,935-84.6% |