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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 | $49,764 | $48,314+3.0% | $67,561-26.3% | $80,925-38.5% |
| Participation rate | 41.3% | 66.4%-25.1pp | 72.9%-31.6pp | 67.7%-26.3pp |
| Annual return | 15.43% | 18.28%-2.8pp | 3525.44%-3510.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $232 | $2,022-88.5% | $2,735-91.5% | $2,756-91.6% |
| Participant deferral / active EE | $3,041 | $2,927+3.9% | $4,003-24.0% | $4,299-29.2% |
| Admin fee / account holder | $3,003 | $3,690-18.6% | $4,006-25.0% | $6,940-56.7% |