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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 | $52,316 | $54,763-4.5% | $90,324-42.1% | $72,976-28.3% |
| Participation rate | 34.5% | 65.2%-30.7pp | 73.3%-38.8pp | 69.5%-35.0pp |
| Annual return | 17.70% | 30.63%-12.9pp | 78.15%-60.4pp | 81.02%-63.3pp |
| Employer contribution / active EE | $51 | $2,093-97.6% | $2,856-98.2% | $2,440-97.9% |
| Participant deferral / active EE | $1,560 | $2,887-46.0% | $3,885-59.9% | $3,608-56.8% |
| Admin fee / account holder | $1,863 | $3,973-53.1% | $5,356-65.2% | $5,124-63.6% |