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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 | $77,574-11.6% | $108,753-37.0% | $86,983-21.2% |
| Participation rate | 34.5% | 62.3%-27.8pp | 71.1%-36.6pp | 69.5%-35.1pp |
| Annual return | 15.14% | 18.42%-3.3pp | 37.47%-22.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $186 | $1,611-88.5% | $2,427-92.3% | $2,584-92.8% |
| Participant deferral / active EE | $1,897 | $3,128-39.4% | $4,115-53.9% | $4,194-54.8% |
| Admin fee / account holder | $1,918 | $6,529-70.6% | $10,320-81.4% | $7,856-75.6% |