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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 | $75,853 | $78,027-2.8% | $178,528-57.5% | $80,925-6.3% |
| Participation rate | 46.5% | 65.7%-19.2pp | 77.1%-30.6pp | 67.7%-21.1pp |
| Annual return | 15.01% | 18.09%-3.1pp | 27.11%-12.1pp | 35.65%-20.6pp |
| Employer contribution / active EE | $266 | $2,281-88.3% | $3,950-93.3% | $2,756-90.3% |
| Participant deferral / active EE | $3,588 | $4,408-18.6% | $6,278-42.8% | $4,299-16.5% |
| Admin fee / account holder | $1,200 | $7,168-83.3% | $10,419-88.5% | $6,940-82.7% |