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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 | $60,482 | $77,814-22.3% | $158,223-61.8% | $86,983-30.5% |
| Participation rate | 26.0% | 68.4%-42.4pp | 79.2%-53.2pp | 69.5%-43.5pp |
| Annual return | 18.07% | 30.54%-12.5pp | 52.09%-34.0pp | 25.83%-7.8pp |
| Employer contribution / active EE | $105 | $2,592-96.0% | $4,109-97.5% | $2,584-96.0% |
| Participant deferral / active EE | $1,047 | $3,270-68.0% | $5,467-80.9% | $4,194-75.0% |
| Admin fee / account holder | $727 | $5,879-87.6% | $16,047-95.5% | $7,856-90.8% |