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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 | $40,531 | $77,638-47.8% | $156,551-74.1% | $62,881-35.5% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 5.52% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $231 | $3,444-93.3% | $5,501-95.8% | $2,281-89.9% |
| Participant deferral / active EE | $1,287 | $3,046-57.8% | $4,871-73.6% | $3,203-59.8% |
| Admin fee / account holder | $2,054 | $5,561-63.1% | $13,028-84.2% | $4,296-52.2% |