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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 | $63,096 | $101,795-38.0% | $165,100-61.8% | $80,959-22.1% |
| Participation rate | 36.1% | 71.8%-35.7pp | 78.6%-42.5pp | 67.7%-31.6pp |
| Annual return | 11.36% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.3pp |
| Employer contribution / active EE | $779 | $2,954-73.6% | $4,348-82.1% | $2,757-71.8% |
| Participant deferral / active EE | $3,291 | $4,476-26.5% | $6,035-45.5% | $4,300-23.5% |
| Admin fee / account holder | $27,694 | $8,221+236.9% | $12,696+118.1% | $6,925+299.9% |