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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 | $27,544 | $59,332-53.6% | $90,223-69.5% | $59,633-53.8% |
| Participation rate | 66.7% | 71.9%-5.3pp | 79.0%-12.4pp | 68.7%-2.0pp |
| Annual return | 20.74% | 3.25%+17.5pp | 1.31%+19.4pp | 2041.45%-2020.7pp |
| Employer contribution / active EE | $465 | $3,031-84.7% | $4,378-89.4% | $2,203-78.9% |
| Participant deferral / active EE | $2,360 | $4,369-46.0% | $5,792-59.3% | $3,192-26.0% |
| Admin fee / account holder | $3,315 | $5,032-34.1% | $7,406-55.2% | $4,297-22.9% |