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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 | $49,611 | $72,486-31.6% | $87,103-43.0% | $72,976-32.0% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.9%-40.8pp | 69.5%-33.4pp |
| Annual return | 17.21% | 24.46%-7.2pp | 28.19%-11.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $241 | $1,894-87.3% | $2,521-90.5% | $2,440-90.1% |
| Participant deferral / active EE | $1,586 | $3,270-51.5% | $4,049-60.8% | $3,608-56.0% |
| Admin fee / account holder | $2,426 | $5,055-52.0% | $7,491-67.6% | $5,124-52.6% |