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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 | $52,440 | $73,787-28.9% | $98,716-46.9% | $82,448-36.4% |
| Participation rate | 46.3% | 61.4%-15.2pp | 69.3%-23.0pp | 68.1%-21.8pp |
| Annual return | 13.42% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $289 | $1,511-80.9% | $2,279-87.3% | $2,551-88.7% |
| Participant deferral / active EE | $2,206 | $3,081-28.4% | $4,048-45.5% | $4,139-46.7% |
| Admin fee / account holder | $670 | $6,500-89.7% | $8,703-92.3% | $7,234-90.7% |