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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 | $75,436 | $101,618-25.8% | $93,063-18.9% | $137,256-45.0% |
| Participation rate | 14.3% | 74.9%-60.6pp | 72.1%-57.8pp | 80.0%-65.7pp |
| Annual return | 15.48% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $210 | $2,707-92.2% | $2,476-91.5% | $4,156-94.9% |
| Participant deferral / active EE | $998 | $4,279-76.7% | $3,958-74.8% | $6,407-84.4% |
| Admin fee / account holder | $1,018 | $6,198-83.6% | $6,033-83.1% | $12,270-91.7% |