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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 | $45,236 | $81,262-44.3% | $155,602-70.9% | $80,911-44.1% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 11.13% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $193 | $3,102-93.8% | $4,675-95.9% | $2,756-93.0% |
| Participant deferral / active EE | $2,417 | $3,451-30.0% | $5,629-57.1% | $4,297-43.8% |
| Admin fee / account holder | $15,621 | $7,992+95.5% | $15,923-1.9% | $6,935+125.3% |