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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 | $70,626 | $91,179-22.5% | $178,499-60.4% | $79,852-11.6% |
| Participation rate | 30.8% | 69.2%-38.4pp | 81.9%-51.2pp | 69.6%-38.9pp |
| Annual return | 10.56% | 24.19%-13.6pp | 151.10%-140.5pp | 31.72%-21.2pp |
| Employer contribution / active EE | $325 | $3,256-90.0% | $5,011-93.5% | $2,471-86.8% |
| Participant deferral / active EE | $1,127 | $3,236-65.2% | $5,202-78.3% | $3,740-69.9% |
| Admin fee / account holder | $10,223 | $6,749+51.5% | $13,986-26.9% | $5,306+92.7% |