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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 | $54,451 | $91,559-40.5% | $133,971-59.4% | $79,852-31.8% |
| Participation rate | 53.6% | 73.3%-19.7pp | 79.8%-26.2pp | 69.6%-16.0pp |
| Annual return | 19.16% | 61.85%-42.7pp | 45.09%-25.9pp | 31.72%-12.6pp |
| Employer contribution / active EE | $538 | $2,384-77.4% | $3,919-86.3% | $2,471-78.2% |
| Participant deferral / active EE | $3,273 | $3,734-12.3% | $5,047-35.2% | $3,740-12.5% |
| Admin fee / account holder | $1,066 | $6,321-83.1% | $8,929-88.1% | $5,306-79.9% |