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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 | $61,610 | $36,806+67.4% | $69,623-11.5% | $77,736-20.7% |
| Participation rate | 28.7% | 64.4%-35.6pp | 66.4%-37.7pp | 70.6%-41.9pp |
| Annual return | 18.25% | 38.81%-20.6pp | 101.23%-83.0pp | 31.26%-13.0pp |
| Employer contribution / active EE | $354 | $1,257-71.9% | $1,709-79.3% | $2,728-87.0% |
| Participant deferral / active EE | $1,210 | $2,738-55.8% | $2,890-58.1% | $4,651-74.0% |
| Admin fee / account holder | $4,690 | $507+825.2% | $4,696-0.1% | $433+982.3% |