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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 | $76,590 | $106,749-28.3% | $145,433-47.3% | $82,448-7.1% |
| Participation rate | 30.0% | 75.6%-45.6pp | 82.1%-52.1pp | 68.1%-38.1pp |
| Annual return | 16.36% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $41 | $3,444-98.8% | $4,554-99.1% | $2,551-98.4% |
| Participant deferral / active EE | $4,197 | $6,519-35.6% | $7,897-46.9% | $4,139+1.4% |
| Admin fee / account holder | $8,347 | $8,390-0.5% | $13,129-36.4% | $7,234+15.4% |