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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 | $142,972-63.9% | $214,702-75.9% | $86,983-40.6% |
| Participation rate | 52.9% | 84.9%-31.9pp | 87.5%-34.5pp | 69.5%-16.6pp |
| Annual return | 20.38% | 18.49%+1.9pp | 54.55%-34.2pp | 25.83%-5.4pp |
| Employer contribution / active EE | $1,416 | $4,635-69.5% | $6,461-78.1% | $2,584-45.2% |
| Participant deferral / active EE | $3,766 | $6,568-42.7% | $9,147-58.8% | $4,194-10.2% |
| Admin fee / account holder | $2,107 | $17,617-88.0% | $19,830-89.4% | $7,856-73.2% |