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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 | $83,655 | $93,345-10.4% | $119,126-29.8% | $87,485-4.4% |
| Participation rate | 45.0% | 68.7%-23.7pp | 75.8%-30.8pp | 68.9%-23.9pp |
| Annual return | 16.18% | 19.08%-2.9pp | 282.11%-265.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $195 | $3,172-93.9% | $4,034-95.2% | $2,596-92.5% |
| Participant deferral / active EE | $2,224 | $4,099-45.7% | $5,318-58.2% | $4,274-48.0% |
| Admin fee / account holder | $486 | $8,039-94.0% | $10,693-95.5% | $7,775-93.8% |