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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 | $60,951 | $73,981-17.6% | $105,754-42.4% | $62,881-3.1% |
| Participation rate | 49.1% | 71.7%-22.6pp | 78.9%-29.8pp | 69.3%-20.2pp |
| Annual return | 7.63% | 17.60%-10.0pp | 12.25%-4.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $164 | $2,856-94.3% | $4,079-96.0% | $2,281-92.8% |
| Participant deferral / active EE | $1,636 | $4,038-59.5% | $5,326-69.3% | $3,203-48.9% |
| Admin fee / account holder | $3,396 | $5,976-43.2% | $8,309-59.1% | $4,296-20.9% |