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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 | $51,728 | $115,931-55.4% | $185,441-72.1% | $86,983-40.5% |
| Participation rate | 47.7% | 73.6%-25.9pp | 80.3%-32.6pp | 69.5%-21.8pp |
| Annual return | 12.49% | 21.47%-9.0pp | 20.16%-7.7pp | 25.83%-13.3pp |
| Employer contribution / active EE | $588 | $2,937-80.0% | $4,672-87.4% | $2,584-77.2% |
| Participant deferral / active EE | $2,203 | $4,551-51.6% | $6,152-64.2% | $4,194-47.5% |
| Admin fee / account holder | $9,920 | $10,687-7.2% | $17,890-44.6% | $7,856+26.3% |