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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 | $66,088 | $88,672-25.5% | $105,223-37.2% | $82,448-19.8% |
| Participation rate | 18.0% | 67.9%-49.9pp | 75.0%-57.0pp | 68.1%-50.1pp |
| Annual return | 19.26% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $755 | $3,048-75.2% | $3,689-79.5% | $2,551-70.4% |
| Participant deferral / active EE | $2,281 | $4,036-43.5% | $5,072-55.0% | $4,139-44.9% |
| Admin fee / account holder | $5,903 | $7,146-17.4% | $8,859-33.4% | $7,234-18.4% |