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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 | $35,876 | $60,349-40.6% | $74,184-51.6% | $62,881-42.9% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 10.39% | 21.38%-11.0pp | 17.74%-7.3pp | 20.14%-9.8pp |
| Employer contribution / active EE | $78 | $1,680-95.4% | $2,370-96.7% | $2,281-96.6% |
| Participant deferral / active EE | $1,347 | $2,856-52.9% | $3,550-62.1% | $3,203-58.0% |
| Admin fee / account holder | $1,409 | $4,261-66.9% | $5,586-74.8% | $4,296-67.2% |