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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 | $54,642 | $100,194-45.5% | $122,979-55.6% | $86,983-37.2% |
| Participation rate | 26.2% | 73.0%-46.8pp | 77.2%-51.0pp | 69.5%-43.4pp |
| Annual return | 11.76% | 16.47%-4.7pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $614 | $2,326-73.6% | $3,062-80.0% | $2,584-76.3% |
| Participant deferral / active EE | $2,058 | $4,133-50.2% | $5,003-58.9% | $4,194-50.9% |
| Admin fee / account holder | $7,067 | $10,148-30.4% | $12,864-45.1% | $7,856-10.0% |