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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 | $47,659 | $101,752-53.2% | $164,928-71.1% | $80,911-41.1% |
| Participation rate | 64.1% | 71.8%-7.7pp | 78.6%-14.5pp | 67.6%-3.5pp |
| Annual return | 14.86% | 16.73%-1.9pp | 70.08%-55.2pp | 35.63%-20.8pp |
| Employer contribution / active EE | $757 | $2,953-74.4% | $4,343-82.6% | $2,756-72.5% |
| Participant deferral / active EE | $2,488 | $4,477-44.4% | $6,034-58.8% | $4,297-42.1% |
| Admin fee / account holder | $2,308 | $8,218-71.9% | $12,684-81.8% | $6,935-66.7% |