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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 | $50,145 | $57,828-13.3% | $117,039-57.2% | $70,126-28.5% |
| Participation rate | 52.9% | 67.1%-14.2pp | 77.2%-24.2pp | 69.5%-16.6pp |
| Annual return | 15.57% | 17.55%-2.0pp | 18.95%-3.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $467 | $1,816-74.3% | $3,785-87.7% | $2,343-80.1% |
| Participant deferral / active EE | $1,869 | $2,438-23.3% | $3,929-52.4% | $3,332-43.9% |
| Admin fee / account holder | $929 | $3,548-73.8% | $5,974-84.5% | $4,645-80.0% |