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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 | $60,032 | $83,898-28.4% | $133,346-55.0% | $94,015-36.1% |
| Participation rate | 20.5% | 63.4%-42.9pp | 72.8%-52.4pp | 70.8%-50.3pp |
| Annual return | 12.88% | 16.00%-3.1pp | 36.85%-24.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $218 | $1,821-88.0% | $2,853-92.4% | $2,790-92.2% |
| Participant deferral / active EE | $3,017 | $3,245-7.0% | $4,332-30.4% | $4,249-29.0% |
| Admin fee / account holder | $17,873 | $7,809+128.9% | $14,264+25.3% | $8,951+99.7% |