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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 | $54,671 | $73,955-26.1% | $96,520-43.4% | $75,181-27.3% |
| Participation rate | 17.9% | 66.4%-48.6pp | 74.3%-56.5pp | 67.2%-49.3pp |
| Annual return | 18.87% | 26.72%-7.8pp | 35.72%-16.8pp | 160.69%-141.8pp |
| Employer contribution / active EE | $352 | $2,930-88.0% | $3,739-90.6% | $2,671-86.8% |
| Participant deferral / active EE | $2,304 | $3,659-37.0% | $4,879-52.8% | $4,126-44.2% |
| Admin fee / account holder | $377 | $5,217-92.8% | $6,733-94.4% | $5,650-93.3% |