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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 | $76,385 | $87,106-12.3% | $105,607-27.7% | $80,935-5.6% |
| Participation rate | 40.9% | 70.4%-29.5pp | 75.3%-34.4pp | 67.7%-26.8pp |
| Annual return | 15.58% | 17.01%-1.4pp | 116.11%-100.5pp | 35.66%-20.1pp |
| Employer contribution / active EE | $168 | $2,396-93.0% | $3,167-94.7% | $2,757-93.9% |
| Participant deferral / active EE | $2,414 | $3,986-39.4% | $5,011-51.8% | $4,299-43.8% |
| Admin fee / account holder | $3,941 | $8,447-53.3% | $10,958-64.0% | $6,924-43.1% |