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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 | $51,007 | $60,349-15.5% | $74,184-31.2% | $62,881-18.9% |
| Participation rate | 30.8% | 72.7%-42.0pp | 76.6%-45.8pp | 69.3%-38.5pp |
| Annual return | 7.38% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $192 | $1,680-88.6% | $2,370-91.9% | $2,281-91.6% |
| Participant deferral / active EE | $1,431 | $2,856-49.9% | $3,550-59.7% | $3,203-55.3% |
| Admin fee / account holder | $552 | $4,261-87.1% | $5,586-90.1% | $4,296-87.2% |