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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 | $50,467 | $60,349-16.4% | $74,184-32.0% | $62,881-19.7% |
| Participation rate | 61.7% | 72.7%-11.0pp | 76.6%-14.9pp | 69.3%-7.6pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $279 | $1,680-83.4% | $2,370-88.2% | $2,281-87.7% |
| Participant deferral / active EE | $1,353 | $2,856-52.6% | $3,550-61.9% | $3,203-57.8% |
| Admin fee / account holder | $8,180 | $4,261+92.0% | $5,586+46.5% | $4,296+90.4% |