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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 | $43,018 | $89,698-52.0% | $103,464-58.4% | $80,874-46.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 80.5%-30.5pp | 67.6%-17.6pp |
| Annual return | 15.74% | 22.78%-7.0pp | 23.91%-8.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $851 | $4,018-78.8% | $4,677-81.8% | $2,756-69.1% |
| Participant deferral / active EE | $3,053 | $5,456-44.1% | $6,624-53.9% | $4,297-29.0% |
| Admin fee / account holder | $2,997 | $6,768-55.7% | $9,410-68.1% | $6,935-56.8% |