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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 | $65,546 | $95,453-31.3% | $112,040-41.5% | $82,448-20.5% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.5%-27.7pp | 68.1%-19.2pp |
| Annual return | 13.91% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $224 | $2,318-90.3% | $2,954-92.4% | $2,551-91.2% |
| Participant deferral / active EE | $1,955 | $4,224-53.7% | $5,098-61.6% | $4,139-52.8% |
| Admin fee / account holder | $6,819 | $9,013-24.3% | $12,098-43.6% | $7,234-5.7% |