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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 | $52,025 | $57,119-8.9% | $85,187-38.9% | $80,935-35.7% |
| Participation rate | 12.0% | 56.4%-44.4pp | 67.5%-55.5pp | 67.7%-55.7pp |
| Annual return | 17.32% | 21.70%-4.4pp | 66.67%-49.3pp | 35.66%-18.3pp |
| Employer contribution / active EE | $155 | $1,802-91.4% | $2,732-94.3% | $2,757-94.4% |
| Participant deferral / active EE | $1,201 | $3,115-61.4% | $4,525-73.5% | $4,299-72.1% |
| Admin fee / account holder | $300 | $4,990-94.0% | $6,162-95.1% | $6,924-95.7% |