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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 | $47,921 | $87,834-45.4% | $133,979-64.2% | $62,881-23.8% |
| Participation rate | 65.4% | 83.4%-18.0pp | 87.1%-21.7pp | 69.3%-3.9pp |
| Annual return | 7.66% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $759 | $3,482-78.2% | $5,211-85.4% | $2,281-66.7% |
| Participant deferral / active EE | $2,417 | $4,812-49.8% | $6,282-61.5% | $3,203-24.5% |
| Admin fee / account holder | $1,247 | $5,372-76.8% | $9,324-86.6% | $4,296-71.0% |