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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 | $30,894 | $60,349-48.8% | $74,184-58.4% | $62,881-50.9% |
| Participation rate | 55.4% | 72.7%-17.3pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 6.69% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $263 | $1,680-84.3% | $2,370-88.9% | $2,281-88.4% |
| Participant deferral / active EE | $1,758 | $2,856-38.4% | $3,550-50.5% | $3,203-45.1% |
| Admin fee / account holder | $5,539 | $4,261+30.0% | $5,586-0.8% | $4,296+28.9% |