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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 | $78,690-23.1% | $161,489-62.5% | $87,485-30.9% |
| Participation rate | 26.0% | 67.5%-41.4pp | 78.7%-52.7pp | 68.9%-42.9pp |
| Annual return | 18.07% | 32.74%-14.7pp | 89.72%-71.6pp | 26.06%-8.0pp |
| Employer contribution / active EE | $105 | $2,588-96.0% | $4,268-97.5% | $2,596-96.0% |
| Participant deferral / active EE | $1,047 | $3,311-68.4% | $5,630-81.4% | $4,274-75.5% |
| Admin fee / account holder | $727 | $6,724-89.2% | $16,006-95.5% | $7,775-90.7% |