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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 | $55,163 | $72,273-23.7% | $101,275-45.5% | $79,856-30.9% |
| Participation rate | 18.8% | 68.5%-49.7pp | 75.8%-57.1pp | 69.6%-50.9pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.48%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $520 | $2,691-80.7% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $1,916 | $3,282-41.6% | $4,371-56.2% | $3,741-48.8% |
| Admin fee / account holder | $2,554 | $4,401-42.0% | $5,948-57.1% | $5,306-51.9% |