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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 | $54,875 | $67,602-18.8% | $82,312-33.3% | $70,126-21.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 19.01% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $176 | $1,755-90.0% | $2,428-92.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,818 | $2,987-39.1% | $3,706-50.9% | $3,332-45.4% |
| Admin fee / account holder | $976 | $4,512-78.4% | $5,608-82.6% | $4,645-79.0% |