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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 | $54,004 | $81,276-33.6% | $155,574-65.3% | $80,925-33.3% |
| Participation rate | 54.9% | 66.2%-11.3pp | 78.2%-23.3pp | 67.7%-12.7pp |
| Annual return | 16.42% | 33.36%-16.9pp | 64.87%-48.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $336 | $3,103-89.2% | $4,676-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $2,636 | $3,453-23.7% | $5,629-53.2% | $4,299-38.7% |
| Admin fee / account holder | $1,784 | $7,993-77.7% | $15,914-88.8% | $6,940-74.3% |