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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 | $48,940 | $60,349-18.9% | $74,184-34.0% | $62,881-22.2% |
| Participation rate | 68.3% | 72.7%-4.5pp | 76.6%-8.4pp | 69.3%-1.1pp |
| Annual return | 6.14% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $232 | $1,680-86.2% | $2,370-90.2% | $2,281-89.8% |
| Participant deferral / active EE | $2,098 | $2,856-26.6% | $3,550-40.9% | $3,203-34.5% |
| Admin fee / account holder | $625 | $4,261-85.3% | $5,586-88.8% | $4,296-85.5% |