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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 | $36,703 | $72,273-49.2% | $101,275-63.8% | $79,856-54.0% |
| Participation rate | 48.8% | 68.5%-19.6pp | 75.8%-27.0pp | 69.6%-20.8pp |
| Annual return | 16.93% | 22.30%-5.4pp | 46.48%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $509 | $2,691-81.1% | $3,660-86.1% | $2,471-79.4% |
| Participant deferral / active EE | $6,365 | $3,282+94.0% | $4,371+45.6% | $3,741+70.2% |
| Admin fee / account holder | $6,299 | $4,401+43.1% | $5,948+5.9% | $5,306+18.7% |