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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 | $68,558 | $76,834-10.8% | $108,359-36.7% | $87,485-21.6% |
| Participation rate | 34.5% | 61.7%-27.2pp | 70.1%-35.6pp | 68.9%-34.4pp |
| Annual return | 15.14% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $186 | $1,556-88.1% | $2,399-92.3% | $2,596-92.8% |
| Participant deferral / active EE | $1,897 | $3,100-38.8% | $4,137-54.1% | $4,274-55.6% |
| Admin fee / account holder | $1,918 | $6,537-70.7% | $9,741-80.3% | $7,775-75.3% |