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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 | $48,153 | $77,492-37.9% | $100,398-52.0% | $80,911-40.5% |
| Participation rate | 57.7% | 76.9%-19.3pp | 81.5%-23.8pp | 67.6%-10.0pp |
| Annual return | 17.29% | 37.23%-19.9pp | 49.32%-32.0pp | 35.63%-18.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,072 | $6,817-40.3% | $8,084-49.6% | $4,297-5.2% |
| Admin fee / account holder | $3,741 | $5,892-36.5% | $7,893-52.6% | $6,935-46.1% |