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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 | $52,330 | $77,962-32.9% | $178,540-70.7% | $80,935-35.3% |
| Participation rate | 54.3% | 65.7%-11.4pp | 77.1%-22.8pp | 67.7%-13.4pp |
| Annual return | 12.60% | 18.10%-5.5pp | 27.15%-14.5pp | 35.66%-23.1pp |
| Employer contribution / active EE | $168 | $2,280-92.6% | $3,953-95.7% | $2,757-93.9% |
| Participant deferral / active EE | $2,296 | $4,404-47.9% | $6,281-63.4% | $4,299-46.6% |
| Admin fee / account holder | $5,967 | $7,156-16.6% | $10,424-42.8% | $6,924-13.8% |