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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 | $59,834 | $114,712-47.8% | $173,730-65.6% | $87,485-31.6% |
| Participation rate | 38.9% | 73.0%-34.1pp | 79.6%-40.7pp | 68.9%-30.0pp |
| Annual return | 14.47% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $728 | $2,904-74.9% | $4,577-84.1% | $2,596-72.0% |
| Participant deferral / active EE | $3,413 | $4,642-26.5% | $6,326-46.1% | $4,274-20.1% |
| Admin fee / account holder | $3,088 | $10,210-69.7% | $17,523-82.4% | $7,775-60.3% |