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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 | $44,045 | $69,444-36.6% | $92,985-52.6% | $87,485-49.7% |
| Participation rate | 61.3% | 63.3%-2.0pp | 69.5%-8.2pp | 68.9%-7.6pp |
| Annual return | 13.54% | 23.85%-10.3pp | 27.99%-14.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $409 | $1,917-78.6% | $2,662-84.6% | $2,596-84.2% |
| Participant deferral / active EE | $3,164 | $3,364-6.0% | $4,377-27.7% | $4,274-26.0% |
| Admin fee / account holder | $1,471 | $6,137-76.0% | $9,463-84.5% | $7,775-81.1% |