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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 | $49,401 | $55,684-11.3% | $75,900-34.9% | $72,976-32.3% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.3%-29.8pp | 69.5%-30.0pp |
| Annual return | 21.19% | 27.60%-6.4pp | 30.73%-9.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $292 | $1,687-82.7% | $2,501-88.3% | $2,440-88.0% |
| Participant deferral / active EE | $2,351 | $2,634-10.7% | $3,604-34.7% | $3,608-34.8% |
| Admin fee / account holder | $7,544 | $3,981+89.5% | $5,421+39.2% | $5,124+47.2% |