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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 | $62,808 | $99,345-36.8% | $84,753-25.9% | $273,972-77.1% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.78% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $288 | $4,214-93.2% | $3,574-91.9% | $4,869-94.1% |
| Participant deferral / active EE | $2,273 | $4,270-46.8% | $3,712-38.8% | $5,287-57.0% |
| Admin fee / account holder | $545 | $6,645-91.8% | $5,333-89.8% | $10,133-94.6% |