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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 | $56,168 | $86,919-35.4% | $102,457-45.2% | $80,911-30.6% |
| Participation rate | 36.7% | 72.4%-35.7pp | 76.5%-39.8pp | 67.6%-31.0pp |
| Annual return | 10.97% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.7pp |
| Employer contribution / active EE | $474 | $2,368-80.0% | $3,022-84.3% | $2,756-82.8% |
| Participant deferral / active EE | $2,256 | $4,119-45.2% | $5,054-55.4% | $4,297-47.5% |
| Admin fee / account holder | $10,252 | $8,049+27.4% | $9,451+8.5% | $6,935+47.8% |