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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 | $48,941 | $72,492-32.5% | $87,102-43.8% | $72,983-32.9% |
| Participation rate | 50.5% | 72.8%-22.3pp | 76.9%-26.4pp | 69.5%-19.0pp |
| Annual return | 17.57% | 24.46%-6.9pp | 28.19%-10.6pp | 81.01%-63.4pp |
| Employer contribution / active EE | $245 | $1,894-87.1% | $2,521-90.3% | $2,440-89.9% |
| Participant deferral / active EE | $4,331 | $3,270+32.5% | $4,048+7.0% | $3,608+20.1% |
| Admin fee / account holder | $1,094 | $5,055-78.4% | $7,491-85.4% | $5,124-78.6% |