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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 | $61,563 | $70,418-12.6% | $96,570-36.3% | $85,847-28.3% |
| Participation rate | 56.8% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 18.03% | 18.59%-0.6pp | 37.79%-19.8pp | 318.61%-300.6pp |
| Employer contribution / active EE | $251 | $1,413-82.2% | $2,357-89.3% | $2,565-90.2% |
| Participant deferral / active EE | $3,613 | $2,894+24.8% | $3,849-6.1% | $3,952-8.6% |
| Admin fee / account holder | $1,199 | $4,995-76.0% | $6,182-80.6% | $6,261-80.8% |