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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 | $57,452 | $71,230-19.3% | $93,727-38.7% | $80,959-29.0% |
| Participation rate | 34.1% | 60.4%-26.2pp | 68.7%-34.6pp | 67.7%-33.5pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $328 | $1,565-79.1% | $2,421-86.5% | $2,757-88.1% |
| Participant deferral / active EE | $1,727 | $4,037-57.2% | $4,417-60.9% | $4,300-59.8% |
| Admin fee / account holder | $761 | $6,961-89.1% | $8,292-90.8% | $6,925-89.0% |