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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 | $58,214 | $63,904-8.9% | $89,340-34.8% | $67,986-14.4% |
| Participation rate | 38.4% | 54.3%-15.9pp | 69.6%-31.1pp | 57.2%-18.8pp |
| Annual return | 16.66% | 18.09%-1.4pp | 20.57%-3.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $179 | $1,627-89.0% | $2,231-92.0% | $2,019-91.1% |
| Participant deferral / active EE | $1,290 | $2,691-52.1% | $3,823-66.3% | $3,358-61.6% |
| Admin fee / account holder | $1,886 | $3,315-43.1% | $6,704-71.9% | $3,203-41.1% |