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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 | $57,542 | $76,551-24.8% | $123,894-53.6% | $62,881-8.5% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 10.06% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $121 | $2,882-95.8% | $4,617-97.4% | $2,281-94.7% |
| Participant deferral / active EE | $2,771 | $4,840-42.7% | $5,984-53.7% | $3,203-13.5% |
| Admin fee / account holder | $10,615 | $4,826+120.0% | $8,357+27.0% | $4,296+147.1% |