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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 | $56,061 | $93,055-39.8% | $153,741-63.5% | $80,959-30.8% |
| Participation rate | 41.6% | 69.0%-27.4pp | 77.1%-35.5pp | 67.7%-26.1pp |
| Annual return | 14.16% | 19.97%-5.8pp | 15.71%-1.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $990 | $3,504-71.8% | $5,042-80.4% | $2,757-64.1% |
| Participant deferral / active EE | $2,005 | $5,172-61.2% | $6,757-70.3% | $4,300-53.4% |
| Admin fee / account holder | $3,215 | $8,881-63.8% | $12,749-74.8% | $6,925-53.6% |