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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 | $70,704 | $71,208-0.7% | $93,681-24.5% | $80,911-12.6% |
| Participation rate | 42.5% | 60.4%-17.9pp | 68.7%-26.2pp | 67.6%-25.1pp |
| Annual return | 10.00% | 11.27%-1.3pp | 133.47%-123.5pp | 35.63%-25.6pp |
| Employer contribution / active EE | $220 | $1,564-85.9% | $2,422-90.9% | $2,756-92.0% |
| Participant deferral / active EE | $1,622 | $4,035-59.8% | $4,415-63.3% | $4,297-62.3% |
| Admin fee / account holder | $2,730 | $6,951-60.7% | $8,290-67.1% | $6,935-60.6% |