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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 | $43,223 | $56,277-23.2% | $80,976-46.6% | $62,891-31.3% |
| Participation rate | 56.1% | 69.0%-12.9pp | 75.8%-19.7pp | 69.3%-13.2pp |
| Annual return | 7.13% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $203 | $1,943-89.5% | $3,714-94.5% | $2,281-91.1% |
| Participant deferral / active EE | $2,363 | $4,195-43.7% | $5,696-58.5% | $3,203-26.2% |
| Admin fee / account holder | $427 | $3,741-88.6% | $5,516-92.3% | $4,296-90.1% |