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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 | $78,556 | $78,705-0.2% | $117,860-33.3% | $70,124+12.0% |
| Participation rate | 44.1% | 73.2%-29.1pp | 79.7%-35.5pp | 69.5%-25.4pp |
| Annual return | 13.12% | 23.30%-10.2pp | 335.10%-322.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $138 | $2,223-93.8% | $3,786-96.3% | $2,342-94.1% |
| Participant deferral / active EE | $1,721 | $3,297-47.8% | $4,482-61.6% | $3,332-48.3% |
| Admin fee / account holder | $1,887 | $5,065-62.7% | $8,021-76.5% | $4,645-59.4% |