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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 | $51,668 | $143,969-64.1% | $199,883-74.2% | $82,637-37.5% |
| Participation rate | 52.9% | 84.1%-31.2pp | 86.8%-33.8pp | 68.1%-15.1pp |
| Annual return | 20.38% | 25.67%-5.3pp | 43.81%-23.4pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,416 | $4,632-69.4% | $6,261-77.4% | $2,552-44.5% |
| Participant deferral / active EE | $3,766 | $6,937-45.7% | $9,138-58.8% | $4,126-8.7% |
| Admin fee / account holder | $2,107 | $14,597-85.6% | $17,268-87.8% | $7,339-71.3% |