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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 | $52,636 | $46,877+12.3% | $122,354-57.0% | $70,126-24.9% |
| Participation rate | 34.6% | 58.2%-23.6pp | 71.6%-37.0pp | 69.5%-34.9pp |
| Annual return | 14.31% | 24.22%-9.9pp | 30.28%-16.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $228 | $1,288-82.3% | $4,051-94.4% | $2,343-90.3% |
| Participant deferral / active EE | $1,020 | $2,167-52.9% | $3,287-69.0% | $3,332-69.4% |
| Admin fee / account holder | $864 | $3,324-74.0% | $5,479-84.2% | $4,645-81.4% |