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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 | $50,541 | $72,273-30.1% | $101,275-50.1% | $79,856-36.7% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 11.30% | 22.30%-11.0pp | 46.48%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $569 | $2,691-78.8% | $3,660-84.4% | $2,471-77.0% |
| Participant deferral / active EE | $2,117 | $3,282-35.5% | $4,371-51.6% | $3,741-43.4% |
| Admin fee / account holder | $2,794 | $4,401-36.5% | $5,948-53.0% | $5,306-47.3% |