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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 | $65,523 | $75,541-13.3% | $152,093-56.9% | $82,637-20.7% |
| Participation rate | 45.0% | 66.5%-21.5pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 14.59% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $149 | $2,622-94.3% | $4,175-96.4% | $2,552-94.2% |
| Participant deferral / active EE | $1,430 | $3,206-55.4% | $5,451-73.8% | $4,126-65.3% |
| Admin fee / account holder | $3,209 | $6,405-49.9% | $14,497-77.9% | $7,339-56.3% |