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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 | $45,857 | $99,633-54.0% | $183,328-75.0% | $82,448-44.4% |
| Participation rate | 56.3% | 70.8%-14.5pp | 77.3%-21.1pp | 68.1%-11.8pp |
| Annual return | 17.09% | 17.84%-0.8pp | 29.67%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $644 | $3,256-80.2% | $5,055-87.3% | $2,551-74.8% |
| Participant deferral / active EE | $3,177 | $4,938-35.7% | $6,795-53.3% | $4,139-23.3% |
| Admin fee / account holder | $2,759 | $9,934-72.2% | $21,427-87.1% | $7,234-61.9% |