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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 | $47,377 | $52,678-10.1% | $75,784-37.5% | $59,633-20.6% |
| Participation rate | 58.3% | 67.2%-8.9pp | 75.8%-17.5pp | 68.7%-10.3pp |
| Annual return | 11.90% | 2.95%+9.0pp | 9.68%+2.2pp | 2041.45%-2029.5pp |
| Employer contribution / active EE | $249 | $2,193-88.7% | $3,323-92.5% | $2,203-88.7% |
| Participant deferral / active EE | $1,698 | $2,591-34.4% | $3,652-53.5% | $3,192-46.8% |
| Admin fee / account holder | $2,503 | $3,610-30.7% | $5,300-52.8% | $4,297-41.7% |