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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 | $52,289 | $81,358-35.7% | $155,556-66.4% | $80,959-35.4% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.5pp | 67.7%-36.9pp |
| Annual return | 13.46% | 33.39%-19.9pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $356 | $3,106-88.5% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $1,085 | $3,455-68.6% | $5,631-80.7% | $4,300-74.8% |
| Admin fee / account holder | $5,649 | $7,994-29.3% | $15,885-64.4% | $6,925-18.4% |