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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 | $43,346 | $67,602-35.9% | $82,312-47.3% | $70,126-38.2% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 16.06% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $274 | $1,755-84.4% | $2,428-88.7% | $2,343-88.3% |
| Participant deferral / active EE | $2,279 | $2,987-23.7% | $3,706-38.5% | $3,332-31.6% |
| Admin fee / account holder | $4,127 | $4,512-8.5% | $5,608-26.4% | $4,645-11.2% |