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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 | $76,559 | $81,504-6.1% | $102,437-25.3% | $80,959-5.4% |
| Participation rate | 41.0% | 66.9%-25.9pp | 74.5%-33.5pp | 67.7%-26.7pp |
| Annual return | 11.37% | 25.60%-14.2pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $783 | $3,104-74.8% | $3,871-79.8% | $2,757-71.6% |
| Participant deferral / active EE | $2,254 | $3,871-41.8% | $5,060-55.5% | $4,300-47.6% |
| Admin fee / account holder | $2,308 | $6,719-65.7% | $8,388-72.5% | $6,925-66.7% |