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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 | $54,799 | $67,602-18.9% | $82,312-33.4% | $70,126-21.9% |
| Participation rate | 45.8% | 72.8%-26.9pp | 76.9%-31.1pp | 69.5%-23.7pp |
| Annual return | 13.71% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $321 | $1,755-81.7% | $2,428-86.8% | $2,343-86.3% |
| Participant deferral / active EE | $1,501 | $2,987-49.8% | $3,706-59.5% | $3,332-55.0% |
| Admin fee / account holder | $3,504 | $4,512-22.3% | $5,608-37.5% | $4,645-24.6% |