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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 | $58,361 | $86,922-32.9% | $102,438-43.0% | $80,874-27.8% |
| Participation rate | 42.6% | 72.4%-29.8pp | 76.5%-33.9pp | 67.6%-25.1pp |
| Annual return | 13.50% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $349 | $2,369-85.3% | $3,024-88.4% | $2,756-87.3% |
| Participant deferral / active EE | $1,944 | $4,119-52.8% | $5,054-61.5% | $4,297-54.8% |
| Admin fee / account holder | $4,355 | $8,050-45.9% | $9,448-53.9% | $6,935-37.2% |