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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 | $46,074 | $83,485-44.8% | $125,192-63.2% | $72,975-36.9% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.5%-5.5pp |
| Annual return | 20.03% | 25.77%-5.7pp | 43.79%-23.8pp | 81.01%-61.0pp |
| Employer contribution / active EE | $196 | $2,346-91.6% | $3,866-94.9% | $2,440-92.0% |
| Participant deferral / active EE | $3,335 | $3,586-7.0% | $4,937-32.5% | $3,608-7.6% |
| Admin fee / account holder | $2,182 | $5,518-60.5% | $9,704-77.5% | $5,124-57.4% |