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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 | $49,372 | $41,377+19.3% | $109,313-54.8% | $62,881-21.5% |
| Participation rate | 39.3% | 57.5%-18.3pp | 71.3%-32.0pp | 69.3%-30.0pp |
| Annual return | 40.57% | 11.05%+29.5pp | 22.07%+18.5pp | 20.14%+20.4pp |
| Employer contribution / active EE | $156 | $1,276-87.8% | $3,892-96.0% | $2,281-93.1% |
| Participant deferral / active EE | $1,574 | $2,045-23.0% | $3,166-50.3% | $3,203-50.9% |
| Admin fee / account holder | $8,785 | $2,884+204.6% | $5,666+55.0% | $4,296+104.5% |