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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 | $37,059 | $72,177-48.7% | $115,037-67.8% | $59,633-37.9% |
| Participation rate | 60.6% | 72.6%-11.9pp | 81.4%-20.8pp | 68.7%-8.1pp |
| Annual return | 12.14% | 12.02%+0.1pp | 26.14%-14.0pp | 2041.40%-2029.3pp |
| Employer contribution / active EE | $193 | $2,841-93.2% | $4,608-95.8% | $2,203-91.3% |
| Participant deferral / active EE | $6,017 | $4,783+25.8% | $6,026-0.2% | $3,192+88.5% |
| Admin fee / account holder | $6,105 | $4,927+23.9% | $8,175-25.3% | $4,297+42.1% |