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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 | $59,479 | $59,440+0.1% | $78,004-23.7% | $82,637-28.0% |
| Participation rate | 51.7% | 62.8%-11.1pp | 69.4%-17.7pp | 68.1%-16.3pp |
| Annual return | 16.81% | 40.24%-23.4pp | 31.07%-14.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $155 | $1,750-91.1% | $2,469-93.7% | $2,552-93.9% |
| Participant deferral / active EE | $1,433 | $3,138-54.3% | $4,092-65.0% | $4,126-65.3% |
| Admin fee / account holder | $3,360 | $5,504-39.0% | $7,578-55.7% | $7,339-54.2% |