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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 | $49,904 | $86,919-42.6% | $102,457-51.3% | $80,911-38.3% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.6%-13.5pp |
| Annual return | 11.78% | 18.90%-7.1pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $403 | $2,368-83.0% | $3,022-86.7% | $2,756-85.4% |
| Participant deferral / active EE | $2,126 | $4,119-48.4% | $5,054-57.9% | $4,297-50.5% |
| Admin fee / account holder | $6,029 | $8,049-25.1% | $9,451-36.2% | $6,935-13.1% |