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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 | $72,153 | $95,453-24.4% | $112,040-35.6% | $82,448-12.5% |
| Participation rate | 43.6% | 72.8%-29.1pp | 76.5%-32.9pp | 68.1%-24.4pp |
| Annual return | 16.73% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $265 | $2,318-88.6% | $2,954-91.0% | $2,551-89.6% |
| Participant deferral / active EE | $3,981 | $4,224-5.8% | $5,098-21.9% | $4,139-3.8% |
| Admin fee / account holder | $26,406 | $9,013+193.0% | $12,098+118.3% | $7,234+265.0% |