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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 | $60,882 | $37,446+62.6% | $77,513-21.5% | $79,852-23.8% |
| Participation rate | 13.3% | 41.5%-28.3pp | 54.2%-40.9pp | 69.6%-56.4pp |
| Annual return | 16.21% | 39.76%-23.5pp | 54.81%-38.6pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $696 | $1,261-44.8% | $1,861-62.6% | $3,740-81.4% |
| Admin fee / account holder | $1,368 | $2,506-45.4% | $2,859-52.1% | $5,306-74.2% |