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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 | $68,618 | $135,956-49.5% | $123,894-44.6% | $273,972-75.0% |
| Participation rate | 56.5% | 84.1%-27.5pp | 81.4%-24.9pp | 83.0%-26.5pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $28 | $5,170-99.5% | $4,617-99.4% | $4,869-99.4% |
| Participant deferral / active EE | $2,828 | $6,343-55.4% | $5,984-52.7% | $5,287-46.5% |
| Admin fee / account holder | $738 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |