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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 | $57,967 | $77,574-25.3% | $108,753-46.7% | $86,983-33.4% |
| Participation rate | 17.1% | 62.3%-45.2pp | 71.1%-54.0pp | 69.5%-52.5pp |
| Annual return | 13.26% | 18.42%-5.2pp | 37.47%-24.2pp | 25.83%-12.6pp |
| Employer contribution / active EE | $248 | $1,611-84.6% | $2,427-89.8% | $2,584-90.4% |
| Participant deferral / active EE | $1,323 | $3,128-57.7% | $4,115-67.8% | $4,194-68.4% |
| Admin fee / account holder | $1,077 | $6,529-83.5% | $10,320-89.6% | $7,856-86.3% |