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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 | $52,742 | $60,349-12.6% | $74,184-28.9% | $62,881-16.1% |
| Participation rate | 52.0% | 72.7%-20.7pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | 6.96% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $141 | $1,680-91.6% | $2,370-94.0% | $2,281-93.8% |
| Participant deferral / active EE | $1,458 | $2,856-49.0% | $3,550-58.9% | $3,203-54.5% |
| Admin fee / account holder | $4,547 | $4,261+6.7% | $5,586-18.6% | $4,296+5.9% |