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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 | $52,063 | $76,371-31.8% | $93,621-44.4% | $72,976-28.7% |
| Participation rate | 44.8% | 71.8%-26.9pp | 75.8%-31.0pp | 69.5%-24.7pp |
| Annual return | 20.23% | 25.82%-5.6pp | 32.76%-12.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $315 | $2,276-86.2% | $2,719-88.4% | $2,440-87.1% |
| Participant deferral / active EE | $2,276 | $3,538-35.7% | $4,070-44.1% | $3,608-36.9% |
| Admin fee / account holder | $2,155 | $6,839-68.5% | $7,890-72.7% | $5,124-57.9% |