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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 | $81,233-13.9% | $155,567-55.0% | $80,874-13.5% |
| Participation rate | 26.2% | 66.2%-40.1pp | 78.2%-52.0pp | 67.6%-41.5pp |
| Annual return | 13.34% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $110 | $3,101-96.4% | $4,674-97.6% | $2,756-96.0% |
| Participant deferral / active EE | $2,991 | $3,452-13.4% | $5,628-46.9% | $4,297-30.4% |
| Admin fee / account holder | $588 | $7,998-92.6% | $15,916-96.3% | $6,935-91.5% |