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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 | $72,471-28.9% | $94,215-45.3% | $86,983-40.8% |
| Participation rate | 46.3% | 63.9%-17.5pp | 70.0%-23.6pp | 69.5%-23.2pp |
| Annual return | 16.22% | 26.44%-10.2pp | 28.22%-12.0pp | 25.83%-9.6pp |
| Employer contribution / active EE | $304 | $1,936-84.3% | $2,675-88.6% | $2,584-88.2% |
| Participant deferral / active EE | $1,879 | $3,397-44.7% | $4,276-56.0% | $4,194-55.2% |
| Admin fee / account holder | $5,858 | $6,468-9.4% | $10,216-42.7% | $7,856-25.4% |