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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 | $77,472-37.8% | $100,392-52.0% | $80,935-40.5% |
| Participation rate | 57.7% | 76.9%-19.3pp | 81.5%-23.8pp | 67.7%-10.0pp |
| Annual return | 17.29% | 37.26%-20.0pp | 49.45%-32.2pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,072 | $6,818-40.3% | $8,090-49.7% | $4,299-5.3% |
| Admin fee / account holder | $3,741 | $5,885-36.4% | $7,904-52.7% | $6,924-46.0% |