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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 | $112,729-59.3% | $98,716-53.5% | $137,256-66.6% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.3%-21.5pp | 80.0%-32.1pp |
| Annual return | 22.00% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $429 | $2,725-84.3% | $2,279-81.2% | $4,156-89.7% |
| Participant deferral / active EE | $1,355 | $4,640-70.8% | $4,048-66.5% | $6,407-78.9% |
| Admin fee / account holder | $6,930 | $10,129-31.6% | $8,703-20.4% | $12,270-43.5% |