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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 | $50,095 | $72,492-30.9% | $87,104-42.5% | $72,975-31.4% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.9%-41.6pp | 69.5%-34.2pp |
| Annual return | 18.08% | 24.46%-6.4pp | 28.19%-10.1pp | 81.01%-62.9pp |
| Employer contribution / active EE | $26 | $1,894-98.6% | $2,521-99.0% | $2,440-98.9% |
| Participant deferral / active EE | $1,560 | $3,270-52.3% | $4,048-61.5% | $3,608-56.7% |
| Admin fee / account holder | $2,379 | $5,055-52.9% | $7,491-68.2% | $5,124-53.6% |