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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 | $80,078 | $87,132-8.1% | $105,624-24.2% | $80,959-1.1% |
| Participation rate | 65.3% | 70.4%-5.2pp | 75.3%-10.0pp | 67.7%-2.4pp |
| Annual return | 11.05% | 17.03%-6.0pp | 116.20%-105.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $616 | $2,397-74.3% | $3,168-80.5% | $2,757-77.6% |
| Participant deferral / active EE | $3,429 | $3,985-14.0% | $5,013-31.6% | $4,300-20.3% |
| Admin fee / account holder | $19,416 | $8,449+129.8% | $10,961+77.1% | $6,925+180.4% |