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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 | $49,167 | $67,606-27.3% | $82,313-40.3% | $70,124-29.9% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $352 | $1,755-80.0% | $2,428-85.5% | $2,342-85.0% |
| Participant deferral / active EE | $4,571 | $2,987+53.0% | $3,706+23.3% | $3,332+37.2% |
| Admin fee / account holder | $10,665 | $4,512+136.4% | $5,608+90.2% | $4,645+129.6% |