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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 | $55,527 | $56,894-2.4% | $84,753-34.5% | $62,881-11.7% |
| Participation rate | 5.9% | 68.5%-62.7pp | 76.6%-70.7pp | 69.3%-63.4pp |
| Annual return | 26.46% | 6.30%+20.2pp | 22.78%+3.7pp | 20.14%+6.3pp |
| Employer contribution / active EE | $105 | $2,400-95.6% | $3,574-97.1% | $2,281-95.4% |
| Participant deferral / active EE | $1,304 | $2,709-51.9% | $3,712-64.9% | $3,203-59.3% |
| Admin fee / account holder | $1,469 | $3,581-59.0% | $5,333-72.5% | $4,296-65.8% |