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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 | $45,266 | $97,550-53.6% | $120,344-62.4% | $87,485-48.3% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.7%-33.0pp | 68.9%-25.2pp |
| Annual return | 15.29% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.8pp |
| Employer contribution / active EE | $401 | $2,291-82.5% | $3,020-86.7% | $2,596-84.5% |
| Participant deferral / active EE | $2,019 | $4,230-52.3% | $5,135-60.7% | $4,274-52.8% |
| Admin fee / account holder | $11,252 | $9,543+17.9% | $12,742-11.7% | $7,775+44.7% |