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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 | $47,574 | $106,749-55.4% | $145,433-67.3% | $82,448-42.3% |
| Participation rate | 45.3% | 75.6%-30.4pp | 82.1%-36.8pp | 68.1%-22.8pp |
| Annual return | 16.24% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $377 | $3,444-89.0% | $4,554-91.7% | $2,551-85.2% |
| Participant deferral / active EE | $3,387 | $6,519-48.0% | $7,897-57.1% | $4,139-18.2% |
| Admin fee / account holder | $591 | $8,390-93.0% | $13,129-95.5% | $7,234-91.8% |