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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 | $41,459 | $78,670-47.3% | $109,173-62.0% | $85,847-51.7% |
| Participation rate | 63.2% | 68.3%-5.1pp | 75.9%-12.7pp | 69.3%-6.2pp |
| Annual return | 12.13% | 25.09%-13.0pp | 25.75%-13.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $591 | $2,734-78.4% | $3,723-84.1% | $2,565-77.0% |
| Participant deferral / active EE | $2,371 | $3,467-31.6% | $4,654-49.0% | $3,952-40.0% |
| Admin fee / account holder | $19,897 | $5,469+263.8% | $6,755+194.6% | $6,261+217.8% |