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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 | $52,794 | $67,602-21.9% | $82,312-35.9% | $70,126-24.7% |
| Participation rate | 62.2% | 72.8%-10.5pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 20.01% | 21.57%-1.6pp | 25.88%-5.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $5 | $1,755-99.7% | $2,428-99.8% | $2,343-99.8% |
| Participant deferral / active EE | $1,910 | $2,987-36.1% | $3,706-48.5% | $3,332-42.7% |
| Admin fee / account holder | $3,036 | $4,512-32.7% | $5,608-45.9% | $4,645-34.7% |