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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 | $63,016 | $67,606-6.8% | $82,313-23.4% | $70,124-10.1% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.9pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $277 | $1,755-84.2% | $2,428-88.6% | $2,342-88.2% |
| Participant deferral / active EE | $1,637 | $2,987-45.2% | $3,706-55.8% | $3,332-50.9% |
| Admin fee / account holder | $834 | $4,512-81.5% | $5,608-85.1% | $4,645-82.0% |