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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 | $45,887 | $124,980-63.3% | $108,359-57.7% | $154,746-70.3% |
| Participation rate | 47.8% | 75.2%-27.3pp | 70.1%-22.3pp | 80.7%-32.9pp |
| Annual return | 22.00% | 45.00%-23.0pp | 36.89%-14.9pp | 172.34%-150.3pp |
| Employer contribution / active EE | $429 | $2,851-85.0% | $2,399-82.1% | $4,379-90.2% |
| Participant deferral / active EE | $1,355 | $4,743-71.4% | $4,137-67.3% | $6,730-79.9% |
| Admin fee / account holder | $6,930 | $11,502-39.8% | $9,741-28.9% | $14,365-51.8% |