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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 | $106,749-55.2% | $145,433-67.1% | $82,448-42.0% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 17.24% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $526 | $3,444-84.7% | $4,554-88.5% | $2,551-79.4% |
| Participant deferral / active EE | $5,259 | $6,519-19.3% | $7,897-33.4% | $4,139+27.1% |
| Admin fee / account holder | $8,067 | $8,390-3.9% | $13,129-38.6% | $7,234+11.5% |