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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 | $71,553 | $106,749-33.0% | $145,433-50.8% | $82,448-13.2% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 14.45% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $442 | $3,444-87.2% | $4,554-90.3% | $2,551-82.7% |
| Participant deferral / active EE | $3,848 | $6,519-41.0% | $7,897-51.3% | $4,139-7.0% |
| Admin fee / account holder | $4,450 | $8,390-47.0% | $13,129-66.1% | $7,234-38.5% |