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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 | $61,305 | $83,369-26.5% | $105,223-41.7% | $67,986-9.8% |
| Participation rate | 34.1% | 56.3%-22.1pp | 75.0%-40.9pp | 57.2%-23.1pp |
| Annual return | 15.74% | 24.64%-8.9pp | 180.65%-164.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $250 | $2,541-90.2% | $3,689-93.2% | $2,019-87.6% |
| Participant deferral / active EE | $1,877 | $3,295-43.0% | $5,072-63.0% | $3,358-44.1% |
| Admin fee / account holder | $7,847 | $4,073+92.7% | $8,859-11.4% | $3,203+145.0% |