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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 | $43,437 | $54,757-20.7% | $90,304-51.9% | $72,975-40.5% |
| Participation rate | 62.1% | 65.2%-3.1pp | 73.3%-11.2pp | 69.5%-7.4pp |
| Annual return | 20.68% | 30.63%-10.0pp | 78.13%-57.5pp | 81.01%-60.3pp |
| Employer contribution / active EE | $172 | $2,093-91.8% | $2,855-94.0% | $2,440-92.9% |
| Participant deferral / active EE | $2,681 | $2,887-7.1% | $3,885-31.0% | $3,608-25.7% |
| Admin fee / account holder | $1,513 | $3,973-61.9% | $5,354-71.7% | $5,124-70.5% |