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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 | $67,127 | $78,705-14.7% | $117,857-43.0% | $70,131-4.3% |
| Participation rate | 40.9% | 73.2%-32.3pp | 79.7%-38.8pp | 69.5%-28.6pp |
| Annual return | 15.54% | 23.30%-7.8pp | 335.09%-319.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $89 | $2,223-96.0% | $3,786-97.6% | $2,342-96.2% |
| Participant deferral / active EE | $2,042 | $3,297-38.1% | $4,482-54.4% | $3,332-38.7% |
| Admin fee / account holder | $1,370 | $5,065-73.0% | $8,020-82.9% | $4,645-70.5% |