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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 | $66,026 | $78,690-16.1% | $161,489-59.1% | $87,485-24.5% |
| Participation rate | 21.6% | 67.5%-45.8pp | 78.7%-57.1pp | 68.9%-47.3pp |
| Annual return | 12.88% | 32.74%-19.9pp | 89.72%-76.8pp | 26.06%-13.2pp |
| Employer contribution / active EE | $304 | $2,588-88.3% | $4,268-92.9% | $2,596-88.3% |
| Participant deferral / active EE | $1,123 | $3,311-66.1% | $5,630-80.1% | $4,274-73.7% |
| Admin fee / account holder | $1,113 | $6,724-83.5% | $16,006-93.0% | $7,775-85.7% |