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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 | $95,404-52.6% | $113,397-60.1% | $82,637-45.2% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 15.29% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $401 | $2,307-82.6% | $2,977-86.5% | $2,552-84.3% |
| Participant deferral / active EE | $2,019 | $4,220-52.2% | $5,076-60.2% | $4,126-51.1% |
| Admin fee / account holder | $11,252 | $9,168+22.7% | $11,957-5.9% | $7,339+53.3% |