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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 | $49,915 | $86,919-42.6% | $102,457-51.3% | $80,911-38.3% |
| Participation rate | 47.9% | 72.4%-24.5pp | 76.5%-28.6pp | 67.6%-19.8pp |
| Annual return | 13.75% | 18.90%-5.1pp | 29.41%-15.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $113 | $2,368-95.2% | $3,022-96.3% | $2,756-95.9% |
| Participant deferral / active EE | $2,313 | $4,119-43.8% | $5,054-54.2% | $4,297-46.2% |
| Admin fee / account holder | $1,411 | $8,049-82.5% | $9,451-85.1% | $6,935-79.6% |