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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 | $70,985 | $75,541-6.0% | $152,093-53.3% | $82,637-14.1% |
| Participation rate | 37.8% | 66.5%-28.7pp | 77.8%-39.9pp | 68.1%-30.2pp |
| Annual return | 16.71% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $302 | $2,622-88.5% | $4,175-92.8% | $2,552-88.1% |
| Participant deferral / active EE | $1,095 | $3,206-65.8% | $5,451-79.9% | $4,126-73.5% |
| Admin fee / account holder | $513 | $6,405-92.0% | $14,497-96.5% | $7,339-93.0% |