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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 | $84,022 | $97,550-13.9% | $120,344-30.2% | $87,485-4.0% |
| Participation rate | 37.7% | 72.8%-35.1pp | 76.7%-39.0pp | 68.9%-31.2pp |
| Annual return | 14.01% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $386 | $2,291-83.2% | $3,020-87.2% | $2,596-85.1% |
| Participant deferral / active EE | $2,266 | $4,230-46.4% | $5,135-55.9% | $4,274-47.0% |
| Admin fee / account holder | $1,109 | $9,543-88.4% | $12,742-91.3% | $7,775-85.7% |