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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 | $64,477 | $95,453-32.5% | $112,040-42.5% | $82,448-21.8% |
| Participation rate | 50.9% | 72.8%-21.8pp | 76.5%-25.5pp | 68.1%-17.1pp |
| Annual return | 15.82% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $661 | $2,318-71.5% | $2,954-77.6% | $2,551-74.1% |
| Participant deferral / active EE | $2,011 | $4,224-52.4% | $5,098-60.6% | $4,139-51.4% |
| Admin fee / account holder | $540 | $9,013-94.0% | $12,098-95.5% | $7,234-92.5% |