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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 | $52,166 | $60,349-13.6% | $74,184-29.7% | $62,881-17.0% |
| Participation rate | 48.8% | 72.7%-23.9pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 8.13% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $303 | $1,680-82.0% | $2,370-87.2% | $2,281-86.7% |
| Participant deferral / active EE | $1,635 | $2,856-42.7% | $3,550-53.9% | $3,203-48.9% |
| Admin fee / account holder | $502 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |