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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 | $76,834-24.6% | $108,359-46.5% | $87,485-33.7% |
| Participation rate | 17.1% | 61.7%-44.7pp | 70.1%-53.0pp | 68.9%-51.9pp |
| Annual return | 13.26% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $248 | $1,556-84.1% | $2,399-89.7% | $2,596-90.5% |
| Participant deferral / active EE | $1,323 | $3,100-57.3% | $4,137-68.0% | $4,274-69.0% |
| Admin fee / account holder | $1,077 | $6,537-83.5% | $9,741-88.9% | $7,775-86.1% |