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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 | $45,642 | $86,288-47.1% | $111,306-59.0% | $85,851-46.8% |
| Participation rate | 47.1% | 73.3%-26.3pp | 77.3%-30.3pp | 69.3%-22.3pp |
| Annual return | 17.12% | 19.99%-2.9pp | 54.67%-37.5pp | 318.63%-301.5pp |
| Employer contribution / active EE | $411 | $2,044-79.9% | $2,732-84.9% | $2,565-84.0% |
| Participant deferral / active EE | $1,984 | $3,641-45.5% | $4,488-55.8% | $3,952-49.8% |
| Admin fee / account holder | $2,888 | $8,189-64.7% | $7,966-63.7% | $6,261-53.9% |