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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 | $68,986 | $135,956-49.3% | $123,894-44.3% | $273,972-74.8% |
| Participation rate | 36.4% | 84.1%-47.7pp | 81.4%-45.0pp | 83.0%-46.7pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $296 | $5,170-94.3% | $4,617-93.6% | $4,869-93.9% |
| Participant deferral / active EE | $2,191 | $6,343-65.5% | $5,984-63.4% | $5,287-58.6% |
| Admin fee / account holder | $38,088 | $9,817+288.0% | $8,357+355.8% | $10,133+275.9% |