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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 | $53,222 | $86,050-38.2% | $189,758-72.0% | $94,015-43.4% |
| Participation rate | 43.1% | 68.9%-25.8pp | 79.8%-36.7pp | 70.8%-27.7pp |
| Annual return | 16.36% | 17.77%-1.4pp | 52.62%-36.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $348 | $2,819-87.6% | $4,767-92.7% | $2,790-87.5% |
| Participant deferral / active EE | $2,689 | $3,349-19.7% | $5,856-54.1% | $4,249-36.7% |
| Admin fee / account holder | $1,538 | $6,627-76.8% | $20,388-92.5% | $8,951-82.8% |