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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 | $47,440 | $58,493-18.9% | $84,021-43.5% | $72,975-35.0% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-11.0pp |
| Annual return | 19.32% | 28.93%-9.6pp | 71.32%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $213 | $1,163-81.7% | $1,984-89.3% | $2,440-91.3% |
| Participant deferral / active EE | $2,195 | $2,394-8.3% | $3,239-32.2% | $3,608-39.2% |
| Admin fee / account holder | $1,527 | $4,569-66.6% | $6,102-75.0% | $5,124-70.2% |