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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 | $44,606 | $57,828-22.9% | $117,039-61.9% | $70,126-36.4% |
| Participation rate | 58.8% | 67.1%-8.3pp | 77.2%-18.4pp | 69.5%-10.7pp |
| Annual return | 14.16% | 17.55%-3.4pp | 18.95%-4.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $319 | $1,816-82.4% | $3,785-91.6% | $2,343-86.4% |
| Participant deferral / active EE | $1,456 | $2,438-40.3% | $3,929-62.9% | $3,332-56.3% |
| Admin fee / account holder | $962 | $3,548-72.9% | $5,974-83.9% | $4,645-79.3% |