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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 | $49,491 | $93,055-46.8% | $153,741-67.8% | $80,959-38.9% |
| Participation rate | 54.1% | 69.0%-14.9pp | 77.1%-23.0pp | 67.7%-13.6pp |
| Annual return | 11.57% | 19.97%-8.4pp | 15.71%-4.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,023 | $3,504-70.8% | $5,042-79.7% | $2,757-62.9% |
| Participant deferral / active EE | $3,028 | $5,172-41.5% | $6,757-55.2% | $4,300-29.6% |
| Admin fee / account holder | $755 | $8,881-91.5% | $12,749-94.1% | $6,925-89.1% |