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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 | $55,842 | $61,315-8.9% | $90,259-38.1% | $64,728-13.7% |
| Participation rate | 22.0% | 51.1%-29.1pp | 70.7%-48.7pp | 57.9%-35.9pp |
| Annual return | 18.25% | 19.46%-1.2pp | 18.88%-0.6pp | 49.38%-31.1pp |
| Employer contribution / active EE | $119 | $1,602-92.6% | $2,291-94.8% | $2,243-94.7% |
| Participant deferral / active EE | $719 | $2,408-70.1% | $3,827-81.2% | $2,729-73.6% |
| Admin fee / account holder | $1,104 | $1,726-36.1% | $7,267-84.8% | $1,145-3.6% |