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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 | $69,944 | $81,358-14.0% | $155,556-55.0% | $80,959-13.6% |
| Participation rate | 26.2% | 66.3%-40.1pp | 78.2%-52.1pp | 67.7%-41.5pp |
| Annual return | 13.34% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $110 | $3,106-96.4% | $4,675-97.6% | $2,757-96.0% |
| Participant deferral / active EE | $2,991 | $3,455-13.4% | $5,631-46.9% | $4,300-30.4% |
| Admin fee / account holder | $588 | $7,994-92.6% | $15,885-96.3% | $6,925-91.5% |