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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 | $43,398 | $81,494-46.7% | $133,978-67.6% | $73,497-41.0% |
| Participation rate | 55.2% | 76.4%-21.1pp | 79.8%-24.6pp | 70.7%-15.4pp |
| Annual return | 22.40% | 19.40%+3.0pp | 45.10%-22.7pp | 28.51%-6.1pp |
| Employer contribution / active EE | $238 | $2,210-89.2% | $3,919-93.9% | $2,270-89.5% |
| Participant deferral / active EE | $2,679 | $3,787-29.3% | $5,047-46.9% | $3,740-28.4% |
| Admin fee / account holder | $444 | $713-37.7% | $8,930-95.0% | $513-13.4% |