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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 | $81,476-6.0% | $102,383-25.2% | $80,925-5.4% |
| Participation rate | 41.0% | 66.8%-25.9pp | 74.5%-33.5pp | 67.7%-26.7pp |
| Annual return | 11.37% | 25.59%-14.2pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $783 | $3,105-74.8% | $3,870-79.8% | $2,756-71.6% |
| Participant deferral / active EE | $2,254 | $3,871-41.8% | $5,060-55.5% | $4,299-47.6% |
| Admin fee / account holder | $2,308 | $6,717-65.6% | $8,391-72.5% | $6,940-66.7% |