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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 | $76,834-21.9% | $108,359-44.6% | $87,485-31.4% |
| Participation rate | 20.5% | 61.7%-41.2pp | 70.1%-49.6pp | 68.9%-48.4pp |
| Annual return | 12.88% | 19.09%-6.2pp | 36.89%-24.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $218 | $1,556-86.0% | $2,399-90.9% | $2,596-91.6% |
| Participant deferral / active EE | $3,017 | $3,100-2.7% | $4,137-27.1% | $4,274-29.4% |
| Admin fee / account holder | $17,873 | $6,537+173.4% | $9,741+83.5% | $7,775+129.9% |