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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 | $48,229 | $54,541-11.6% | $78,778-38.8% | $70,126-31.2% |
| Participation rate | 45.1% | 60.8%-15.7pp | 69.2%-24.1pp | 69.5%-24.5pp |
| Annual return | 15.64% | 21.07%-5.4pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $178 | $1,089-83.7% | $1,986-91.0% | $2,343-92.4% |
| Participant deferral / active EE | $2,565 | $2,210+16.1% | $2,958-13.3% | $3,332-23.0% |
| Admin fee / account holder | $3,641 | $3,709-1.8% | $5,134-29.1% | $4,645-21.6% |