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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 | $64,926 | $76,642-15.3% | $146,866-55.8% | $65,306-0.6% |
| Participation rate | 29.9% | 61.2%-31.3pp | 82.5%-52.6pp | 57.7%-27.8pp |
| Annual return | 13.00% | 33.40%-20.4pp | 102.85%-89.9pp | 21.94%-8.9pp |
| Employer contribution / active EE | $122 | $2,621-95.3% | $4,425-97.2% | $1,967-93.8% |
| Participant deferral / active EE | $2,777 | $4,864-42.9% | $7,759-64.2% | $2,959-6.2% |
| Admin fee / account holder | $5,801 | $3,960+46.5% | $13,620-57.4% | $3,480+66.7% |