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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 | $46,390 | $135,956-65.9% | $123,894-62.6% | $273,972-83.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 4.43% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $418 | $5,170-91.9% | $4,617-90.9% | $4,869-91.4% |
| Participant deferral / active EE | $2,351 | $6,343-62.9% | $5,984-60.7% | $5,287-55.5% |
| Admin fee / account holder | $654 | $9,817-93.3% | $8,357-92.2% | $10,133-93.5% |