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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 | $64,448 | $73,787-12.7% | $98,716-34.7% | $82,448-21.8% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.3%-36.0pp | 68.1%-34.7pp |
| Annual return | 13.81% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $260 | $1,511-82.8% | $2,279-88.6% | $2,551-89.8% |
| Participant deferral / active EE | $1,488 | $3,081-51.7% | $4,048-63.2% | $4,139-64.1% |
| Admin fee / account holder | $7,322 | $6,500+12.6% | $8,703-15.9% | $7,234+1.2% |