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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 | $43,018 | $89,515-51.9% | $103,486-58.4% | $80,935-46.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 80.5%-30.5pp | 67.7%-17.7pp |
| Annual return | 15.74% | 22.82%-7.1pp | 23.93%-8.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $851 | $4,015-78.8% | $4,679-81.8% | $2,757-69.1% |
| Participant deferral / active EE | $3,053 | $5,463-44.1% | $6,628-53.9% | $4,299-29.0% |
| Admin fee / account holder | $2,997 | $6,527-54.1% | $9,354-68.0% | $6,924-56.7% |