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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 | $44,567 | $153,769-71.0% | $133,975-66.7% | $273,972-83.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 3.84% | 36.51%-32.7pp | 29.29%-25.5pp | 41.46%-37.6pp |
| Employer contribution / active EE | $932 | $6,029-84.5% | $5,211-82.1% | $4,869-80.9% |
| Participant deferral / active EE | $2,838 | $6,958-59.2% | $6,282-54.8% | $5,287-46.3% |
| Admin fee / account holder | $365 | $11,765-96.9% | $9,324-96.1% | $10,133-96.4% |