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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 | $52,654 | $67,602-22.1% | $82,312-36.0% | $70,126-24.9% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.9%-35.2pp | 69.5%-27.9pp |
| Annual return | 18.88% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $281 | $1,755-84.0% | $2,428-88.4% | $2,343-88.0% |
| Participant deferral / active EE | $1,648 | $2,987-44.8% | $3,706-55.5% | $3,332-50.5% |
| Admin fee / account holder | $2,944 | $4,512-34.7% | $5,608-47.5% | $4,645-36.6% |