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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 | $45,897 | $81,358-43.6% | $155,556-70.5% | $80,959-43.3% |
| Participation rate | 34.6% | 66.3%-31.6pp | 78.2%-43.6pp | 67.7%-33.1pp |
| Annual return | 18.45% | 33.39%-14.9pp | 64.84%-46.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $265 | $3,106-91.5% | $4,675-94.3% | $2,757-90.4% |
| Participant deferral / active EE | $3,392 | $3,455-1.8% | $5,631-39.8% | $4,300-21.1% |
| Admin fee / account holder | $1,962 | $7,994-75.5% | $15,885-87.6% | $6,925-71.7% |