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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 | $45,553 | $146,267-68.9% | $197,124-76.9% | $82,448-44.7% |
| Participation rate | 37.9% | 84.0%-46.1pp | 86.7%-48.8pp | 68.1%-30.1pp |
| Annual return | 21.89% | 29.61%-7.7pp | 44.34%-22.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $611 | $4,723-87.1% | $6,227-90.2% | $2,551-76.0% |
| Participant deferral / active EE | $3,418 | $7,035-51.4% | $9,135-62.6% | $4,139-17.4% |
| Admin fee / account holder | $697 | $14,422-95.2% | $16,298-95.7% | $7,234-90.4% |