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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 | $51,290 | $86,949-41.0% | $102,460-49.9% | $80,959-36.6% |
| Participation rate | 45.1% | 72.4%-27.3pp | 76.5%-31.5pp | 67.7%-22.6pp |
| Annual return | 22.89% | 18.89%+4.0pp | 29.47%-6.6pp | 35.67%-12.8pp |
| Employer contribution / active EE | $305 | $2,370-87.1% | $3,025-89.9% | $2,757-89.0% |
| Participant deferral / active EE | $2,250 | $4,121-45.4% | $5,056-55.5% | $4,300-47.7% |
| Admin fee / account holder | $5,395 | $8,048-33.0% | $9,460-43.0% | $6,925-22.1% |