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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 | $48,057 | $56,054-14.3% | $171,082-71.9% | $62,881-23.6% |
| Participation rate | 32.6% | 62.9%-30.2pp | 76.7%-44.1pp | 69.3%-36.7pp |
| Annual return | 7.38% | 22.52%-15.1pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $102 | $1,731-94.1% | $4,002-97.4% | $2,281-95.5% |
| Participant deferral / active EE | $1,325 | $3,158-58.0% | $4,797-72.4% | $3,203-58.6% |
| Admin fee / account holder | $11,033 | $3,647+202.5% | $8,520+29.5% | $4,296+156.8% |