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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 | $64,532 | $101,950-36.7% | $125,529-48.6% | $86,983-25.8% |
| Participation rate | 38.9% | 70.2%-31.3pp | 74.7%-35.8pp | 69.5%-30.7pp |
| Annual return | 15.03% | 18.29%-3.3pp | 202.56%-187.5pp | 25.83%-10.8pp |
| Employer contribution / active EE | $128 | $2,358-94.6% | $3,058-95.8% | $2,584-95.0% |
| Participant deferral / active EE | $2,108 | $3,862-45.4% | $4,813-56.2% | $4,194-49.7% |
| Admin fee / account holder | $17,294 | $12,791+35.2% | $16,298+6.1% | $7,856+120.1% |