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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 | $54,908 | $78,015-29.6% | $178,505-69.2% | $80,959-32.2% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.7%-23.2pp |
| Annual return | 13.35% | 18.10%-4.8pp | 27.16%-13.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $261 | $2,281-88.6% | $3,955-93.4% | $2,757-90.5% |
| Participant deferral / active EE | $3,232 | $4,406-26.6% | $6,280-48.5% | $4,300-24.8% |
| Admin fee / account holder | $429 | $7,160-94.0% | $10,428-95.9% | $6,925-93.8% |