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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 | $62,542 | $78,690-20.5% | $161,489-61.3% | $87,485-28.5% |
| Participation rate | 28.8% | 67.5%-38.6pp | 78.7%-49.9pp | 68.9%-40.1pp |
| Annual return | 14.31% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $261 | $2,588-89.9% | $4,268-93.9% | $2,596-90.0% |
| Participant deferral / active EE | $1,003 | $3,311-69.7% | $5,630-82.2% | $4,274-76.5% |
| Admin fee / account holder | $1,968 | $6,724-70.7% | $16,006-87.7% | $7,775-74.7% |