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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 | $48,497 | $181,896-73.3% | $156,551-69.0% | $273,972-82.3% |
| Participation rate | 34.8% | 88.4%-53.6pp | 84.0%-49.2pp | 83.0%-48.2pp |
| Annual return | 2.90% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $570 | $6,248-90.9% | $5,501-89.6% | $4,869-88.3% |
| Participant deferral / active EE | $2,552 | $5,550-54.0% | $4,871-47.6% | $5,287-51.7% |
| Admin fee / account holder | $15,740 | $15,560+1.2% | $13,028+20.8% | $10,133+55.3% |