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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 | $52,966 | $86,949-39.1% | $102,460-48.3% | $80,959-34.6% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.7%-4.2pp |
| Annual return | 14.35% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $596 | $2,370-74.9% | $3,025-80.3% | $2,757-78.4% |
| Participant deferral / active EE | $1,940 | $4,121-52.9% | $5,056-61.6% | $4,300-54.9% |
| Admin fee / account holder | $1,518 | $8,048-81.1% | $9,460-83.9% | $6,925-78.1% |