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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 | $45,456 | $48,011-5.3% | $63,803-28.8% | $82,637-45.0% |
| Participation rate | 32.6% | 66.6%-34.0pp | 72.7%-40.1pp | 68.1%-35.4pp |
| Annual return | 17.90% | 19.84%-1.9pp | 543.72%-525.8pp | 53.51%-35.6pp |
| Employer contribution / active EE | $313 | $1,904-83.5% | $2,532-87.6% | $2,552-87.7% |
| Participant deferral / active EE | $1,099 | $2,846-61.4% | $3,843-71.4% | $4,126-73.4% |
| Admin fee / account holder | $874 | $3,873-77.4% | $5,196-83.2% | $7,339-88.1% |