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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 | $58,393 | $123,478-52.7% | $216,567-73.0% | $94,015-37.9% |
| Participation rate | 52.8% | 75.1%-22.3pp | 81.6%-28.9pp | 70.8%-18.0pp |
| Annual return | 12.51% | 23.61%-11.1pp | 12.94%-0.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $91 | $3,136-97.1% | $5,216-98.2% | $2,790-96.7% |
| Participant deferral / active EE | $2,408 | $4,556-47.2% | $6,191-61.1% | $4,249-43.3% |
| Admin fee / account holder | $3,689 | $12,753-71.1% | $21,981-83.2% | $8,951-58.8% |