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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 | $66,772 | $117,444-43.1% | $99,479-32.9% | $152,909-56.3% |
| Participation rate | 41.2% | 77.5%-36.4pp | 73.8%-32.7pp | 82.5%-41.3pp |
| Annual return | 15.43% | 31.87%-16.4pp | 30.72%-15.3pp | 345.46%-330.0pp |
| Employer contribution / active EE | $55 | $3,014-98.2% | $2,540-97.8% | $4,764-98.9% |
| Participant deferral / active EE | $706 | $4,086-82.7% | $3,619-80.5% | $5,851-87.9% |
| Admin fee / account holder | $1,132 | $7,635-85.2% | $6,253-81.9% | $11,601-90.2% |