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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 | $43,224 | $95,453-54.7% | $112,040-61.4% | $82,448-47.6% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 19.52% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $663 | $2,318-71.4% | $2,954-77.6% | $2,551-74.0% |
| Participant deferral / active EE | $2,938 | $4,224-30.4% | $5,098-42.4% | $4,139-29.0% |
| Admin fee / account holder | $510 | $9,013-94.3% | $12,098-95.8% | $7,234-93.0% |