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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 | $52,416 | $93,345-43.8% | $119,126-56.0% | $87,485-40.1% |
| Participation rate | 48.3% | 68.7%-20.5pp | 75.8%-27.5pp | 68.9%-20.7pp |
| Annual return | 13.17% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $565 | $3,172-82.2% | $4,034-86.0% | $2,596-78.2% |
| Participant deferral / active EE | $2,473 | $4,099-39.7% | $5,318-53.5% | $4,274-42.1% |
| Admin fee / account holder | $34,729 | $8,039+332.0% | $10,693+224.8% | $7,775+346.7% |