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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 | $69,960 | $73,787-5.2% | $98,716-29.1% | $82,448-15.1% |
| Participation rate | 32.9% | 61.4%-28.6pp | 69.3%-36.4pp | 68.1%-35.2pp |
| Annual return | 16.69% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $261 | $1,511-82.7% | $2,279-88.6% | $2,551-89.8% |
| Participant deferral / active EE | $2,373 | $3,081-23.0% | $4,048-41.4% | $4,139-42.7% |
| Admin fee / account holder | $438 | $6,500-93.3% | $8,703-95.0% | $7,234-93.9% |