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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 | $52,787 | $65,712-19.7% | $57,196-7.7% | $273,972-80.7% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 5.77% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $152 | $3,280-95.4% | $2,683-94.3% | $4,869-96.9% |
| Participant deferral / active EE | $1,521 | $3,782-59.8% | $3,096-50.9% | $5,287-71.2% |
| Admin fee / account holder | $484 | $4,838-90.0% | $3,141-84.6% | $10,133-95.2% |