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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 | $44,417 | $147,556-69.9% | $129,031-65.6% | $198,609-77.6% |
| Participation rate | 18.2% | 77.2%-59.1pp | 73.4%-55.2pp | 82.4%-64.2pp |
| Annual return | 4.57% | 37.41%-32.8pp | 34.67%-30.1pp | 202.70%-198.1pp |
| Employer contribution / active EE | $554 | $3,645-84.8% | $3,226-82.8% | $5,055-89.0% |
| Participant deferral / active EE | $2,639 | $5,760-54.2% | $5,217-49.4% | $6,977-62.2% |
| Admin fee / account holder | $4,969 | $15,467-67.9% | $13,208-62.4% | $19,030-73.9% |