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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 | $50,236 | $65,367-23.1% | $92,915-45.9% | $72,976-31.2% |
| Participation rate | 45.9% | 68.3%-22.4pp | 76.0%-30.1pp | 69.5%-23.6pp |
| Annual return | 46.26% | 42.11%+4.2pp | 109.45%-63.2pp | 81.02%-34.8pp |
| Employer contribution / active EE | $523 | $2,594-79.8% | $3,653-85.7% | $2,440-78.5% |
| Participant deferral / active EE | $2,434 | $3,128-22.2% | $4,238-42.6% | $3,608-32.5% |
| Admin fee / account holder | $4,008 | $4,251-5.7% | $5,796-30.8% | $5,124-21.8% |