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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 | $62,133 | $93,345-33.4% | $119,126-47.8% | $87,485-29.0% |
| Participation rate | 37.0% | 68.7%-31.7pp | 75.8%-38.7pp | 68.9%-31.9pp |
| Annual return | 16.07% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $753 | $3,172-76.3% | $4,034-81.3% | $2,596-71.0% |
| Participant deferral / active EE | $3,008 | $4,099-26.6% | $5,318-43.4% | $4,274-29.6% |
| Admin fee / account holder | $11,005 | $8,039+36.9% | $10,693+2.9% | $7,775+41.5% |