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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 | $61,636 | $101,798-39.5% | $165,071-62.7% | $80,935-23.8% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 13.93% | 16.73%-2.8pp | 70.17%-56.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $629 | $2,954-78.7% | $4,347-85.5% | $2,757-77.2% |
| Participant deferral / active EE | $2,300 | $4,476-48.6% | $6,035-61.9% | $4,299-46.5% |
| Admin fee / account holder | $1,706 | $8,221-79.2% | $12,695-86.6% | $6,924-75.4% |