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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 | $55,557 | $55,889-0.6% | $76,119-27.0% | $80,935-31.4% |
| Participation rate | 36.4% | 62.1%-25.7pp | 69.1%-32.7pp | 67.7%-31.3pp |
| Annual return | 12.02% | 20.58%-8.6pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $283 | $1,866-84.8% | $2,693-89.5% | $2,757-89.7% |
| Participant deferral / active EE | $1,586 | $3,051-48.0% | $4,259-62.8% | $4,299-63.1% |
| Admin fee / account holder | $12,750 | $5,241+143.3% | $6,421+98.6% | $6,924+84.1% |