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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 | $51,504 | $67,602-23.8% | $82,312-37.4% | $70,126-26.6% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 13.89% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $185 | $1,755-89.5% | $2,428-92.4% | $2,343-92.1% |
| Participant deferral / active EE | $1,442 | $2,987-51.7% | $3,706-61.1% | $3,332-56.7% |
| Admin fee / account holder | $4,444 | $4,512-1.5% | $5,608-20.8% | $4,645-4.3% |