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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 | $29,795 | $67,606-55.9% | $82,313-63.8% | $70,124-57.5% |
| Participation rate | 53.3% | 72.8%-19.4pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 19.95% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $246 | $1,755-86.0% | $2,428-89.9% | $2,342-89.5% |
| Participant deferral / active EE | $1,354 | $2,987-54.7% | $3,706-63.5% | $3,332-59.4% |
| Admin fee / account holder | $1,338 | $4,512-70.3% | $5,608-76.1% | $4,645-71.2% |