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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 | $65,453 | $95,404-31.4% | $113,397-42.3% | $82,637-20.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 18.21% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $214 | $2,307-90.7% | $2,977-92.8% | $2,552-91.6% |
| Participant deferral / active EE | $3,084 | $4,220-26.9% | $5,076-39.2% | $4,126-25.3% |
| Admin fee / account holder | $3,982 | $9,168-56.6% | $11,957-66.7% | $7,339-45.7% |