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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 | $52,358 | $81,487-35.7% | $102,412-48.9% | $80,935-35.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 10.97% | 25.60%-14.6pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $585 | $3,103-81.1% | $3,870-84.9% | $2,757-78.8% |
| Participant deferral / active EE | $2,194 | $3,871-43.3% | $5,060-56.6% | $4,299-49.0% |
| Admin fee / account holder | $2,163 | $6,717-67.8% | $8,388-74.2% | $6,924-68.8% |