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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 | $55,944 | $81,446-31.3% | $103,374-45.9% | $80,874-30.8% |
| Participation rate | 25.0% | 66.9%-41.9pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 14.68% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $744 | $3,107-76.0% | $3,869-80.8% | $2,756-73.0% |
| Participant deferral / active EE | $2,523 | $3,870-34.8% | $5,058-50.1% | $4,297-41.3% |
| Admin fee / account holder | $333 | $6,715-95.0% | $8,394-96.0% | $6,935-95.2% |