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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 | $61,055 | $86,949-29.8% | $102,460-40.4% | $80,959-24.6% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 11.21% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $654 | $2,370-72.4% | $3,025-78.4% | $2,757-76.3% |
| Participant deferral / active EE | $3,036 | $4,121-26.3% | $5,056-39.9% | $4,300-29.4% |
| Admin fee / account holder | $14,712 | $8,048+82.8% | $9,460+55.5% | $6,925+112.4% |