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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 | $51,528 | $69,444-25.8% | $92,985-44.6% | $87,485-41.1% |
| Participation rate | 46.3% | 63.3%-16.9pp | 69.5%-23.1pp | 68.9%-22.6pp |
| Annual return | 16.22% | 23.85%-7.6pp | 27.99%-11.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $304 | $1,917-84.1% | $2,662-88.6% | $2,596-88.3% |
| Participant deferral / active EE | $1,879 | $3,364-44.1% | $4,377-57.1% | $4,274-56.0% |
| Admin fee / account holder | $5,858 | $6,137-4.5% | $9,463-38.1% | $7,775-24.6% |