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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 | $49,947 | $60,349-17.2% | $74,184-32.7% | $62,881-20.6% |
| Participation rate | 59.4% | 72.7%-13.4pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 5.59% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $194 | $1,680-88.5% | $2,370-91.8% | $2,281-91.5% |
| Participant deferral / active EE | $1,828 | $2,856-36.0% | $3,550-48.5% | $3,203-42.9% |
| Admin fee / account holder | $803 | $4,261-81.1% | $5,586-85.6% | $4,296-81.3% |