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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 | $51,753 | $50,554+2.4% | $67,681-23.5% | $87,485-40.8% |
| Participation rate | 28.3% | 67.7%-39.5pp | 73.7%-45.5pp | 68.9%-40.7pp |
| Annual return | 15.71% | 17.81%-2.1pp | 590.58%-574.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $386 | $1,988-80.6% | $2,678-85.6% | $2,596-85.1% |
| Participant deferral / active EE | $2,028 | $2,961-31.5% | $3,976-49.0% | $4,274-52.6% |
| Admin fee / account holder | $615 | $4,132-85.1% | $6,100-89.9% | $7,775-92.1% |