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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 | $37,581 | $56,110-33.0% | $94,993-60.4% | $70,126-46.4% |
| Participation rate | 53.3% | 65.0%-11.7pp | 73.9%-20.6pp | 69.5%-16.2pp |
| Annual return | 15.58% | 51.02%-35.4pp | 27.14%-11.6pp | 73.15%-57.6pp |
| Employer contribution / active EE | $186 | $1,442-87.1% | $2,603-92.9% | $2,343-92.1% |
| Participant deferral / active EE | $1,329 | $2,391-44.4% | $3,317-59.9% | $3,332-60.1% |
| Admin fee / account holder | $2,116 | $3,456-38.8% | $4,960-57.3% | $4,645-54.4% |