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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 | $65,453 | $95,453-31.4% | $112,040-41.6% | $82,448-20.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 18.21% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $214 | $2,318-90.8% | $2,954-92.8% | $2,551-91.6% |
| Participant deferral / active EE | $3,084 | $4,224-27.0% | $5,098-39.5% | $4,139-25.5% |
| Admin fee / account holder | $3,982 | $9,013-55.8% | $12,098-67.1% | $7,234-45.0% |