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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 | $52,363 | $88,707-41.0% | $74,184-29.4% | $273,972-80.9% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 5.18% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $109 | $3,159-96.5% | $2,370-95.4% | $4,869-97.8% |
| Participant deferral / active EE | $1,520 | $4,212-63.9% | $3,550-57.2% | $5,287-71.2% |
| Admin fee / account holder | $3,774 | $8,717-56.7% | $5,586-32.4% | $10,133-62.8% |