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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 | $53,135 | $72,273-26.5% | $101,275-47.5% | $79,856-33.5% |
| Participation rate | 30.6% | 68.5%-37.8pp | 75.8%-45.2pp | 69.6%-39.0pp |
| Annual return | 18.13% | 22.30%-4.2pp | 46.48%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $262 | $2,691-90.2% | $3,660-92.8% | $2,471-89.4% |
| Participant deferral / active EE | $2,076 | $3,282-36.7% | $4,371-52.5% | $3,741-44.5% |
| Admin fee / account holder | $3,771 | $4,401-14.3% | $5,948-36.6% | $5,306-28.9% |