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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 | $73,564 | $93,345-21.2% | $119,126-38.2% | $87,485-15.9% |
| Participation rate | 40.8% | 68.7%-27.9pp | 75.8%-34.9pp | 68.9%-28.1pp |
| Annual return | 12.56% | 19.08%-6.5pp | 282.11%-269.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $125 | $3,172-96.1% | $4,034-96.9% | $2,596-95.2% |
| Participant deferral / active EE | $2,988 | $4,099-27.1% | $5,318-43.8% | $4,274-30.1% |
| Admin fee / account holder | $12,037 | $8,039+49.7% | $10,693+12.6% | $7,775+54.8% |