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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 | $47,836 | $106,864-55.2% | $147,318-67.5% | $82,637-42.1% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 17.24% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $526 | $3,417-84.6% | $4,593-88.5% | $2,552-79.4% |
| Participant deferral / active EE | $5,259 | $6,496-19.0% | $7,906-33.5% | $4,126+27.5% |
| Admin fee / account holder | $8,067 | $8,415-4.1% | $13,708-41.2% | $7,339+9.9% |