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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 | $65,645 | $123,793-47.0% | $177,848-63.1% | $79,856-17.8% |
| Participation rate | 68.0% | 84.7%-16.7pp | 87.7%-19.7pp | 69.6%-1.6pp |
| Annual return | 19.70% | 22.82%-3.1pp | 48.33%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $41 | $4,095-99.0% | $5,919-99.3% | $2,471-98.3% |
| Participant deferral / active EE | $3,989 | $5,956-33.0% | $7,714-48.3% | $3,741+6.7% |
| Admin fee / account holder | $20,893 | $7,243+188.5% | $12,431+68.1% | $5,306+293.7% |