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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 | $42,251 | $81,504-48.2% | $102,437-58.8% | $80,959-47.8% |
| Participation rate | 45.2% | 66.9%-21.7pp | 74.5%-29.3pp | 67.7%-22.5pp |
| Annual return | 11.53% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $775 | $3,104-75.0% | $3,871-80.0% | $2,757-71.9% |
| Participant deferral / active EE | $3,385 | $3,871-12.6% | $5,060-33.1% | $4,300-21.3% |
| Admin fee / account holder | $6,937 | $6,719+3.2% | $8,388-17.3% | $6,925+0.2% |