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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 | $53,633 | $81,504-34.2% | $102,437-47.6% | $80,959-33.8% |
| Participation rate | 34.8% | 66.9%-32.0pp | 74.5%-39.7pp | 67.7%-32.8pp |
| Annual return | 10.54% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $507 | $3,104-83.7% | $3,871-86.9% | $2,757-81.6% |
| Participant deferral / active EE | $2,539 | $3,871-34.4% | $5,060-49.8% | $4,300-41.0% |
| Admin fee / account holder | $3,843 | $6,719-42.8% | $8,388-54.2% | $6,925-44.5% |