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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 | $48,899 | $123,793-60.5% | $177,848-72.5% | $79,856-38.8% |
| Participation rate | 45.2% | 84.7%-39.5pp | 87.7%-42.6pp | 69.6%-24.5pp |
| Annual return | 26.70% | 22.82%+3.9pp | 48.33%-21.6pp | 31.71%-5.0pp |
| Employer contribution / active EE | $406 | $4,095-90.1% | $5,919-93.1% | $2,471-83.6% |
| Participant deferral / active EE | $6,454 | $5,956+8.4% | $7,714-16.3% | $3,741+72.5% |
| Admin fee / account holder | $679 | $7,243-90.6% | $12,431-94.5% | $5,306-87.2% |