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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 | $78,950 | $81,276-2.9% | $155,574-49.3% | $80,925-2.4% |
| Participation rate | 53.2% | 66.2%-13.1pp | 78.2%-25.0pp | 67.7%-14.5pp |
| Annual return | 12.11% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $308 | $3,103-90.1% | $4,676-93.4% | $2,756-88.8% |
| Participant deferral / active EE | $2,489 | $3,453-27.9% | $5,629-55.8% | $4,299-42.1% |
| Admin fee / account holder | $16,947 | $7,993+112.0% | $15,914+6.5% | $6,940+144.2% |