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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 | $45,884 | $81,262-43.5% | $155,602-70.5% | $80,911-43.3% |
| Participation rate | 50.7% | 66.2%-15.5pp | 78.2%-27.5pp | 67.6%-16.9pp |
| Annual return | 11.96% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $331 | $3,102-89.3% | $4,675-92.9% | $2,756-88.0% |
| Participant deferral / active EE | $1,095 | $3,451-68.3% | $5,629-80.5% | $4,297-74.5% |
| Admin fee / account holder | $6,772 | $7,992-15.3% | $15,923-57.5% | $6,935-2.3% |