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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 | $69,690 | $96,558-27.8% | $80,977-13.9% | $273,972-74.6% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 5.84% | 15.14%-9.3pp | 17.11%-11.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $300 | $4,869-93.8% | $3,715-91.9% | $4,869-93.8% |
| Participant deferral / active EE | $3,289 | $6,598-50.1% | $5,696-42.3% | $5,287-37.8% |
| Admin fee / account holder | $425 | $7,493-94.3% | $5,517-92.3% | $10,133-95.8% |