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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 | $66,105 | $95,453-30.7% | $112,040-41.0% | $82,448-19.8% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.5%-19.0pp | 68.1%-10.6pp |
| Annual return | 16.62% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $221 | $2,318-90.5% | $2,954-92.5% | $2,551-91.3% |
| Participant deferral / active EE | $1,970 | $4,224-53.4% | $5,098-61.4% | $4,139-52.4% |
| Admin fee / account holder | $1,457 | $9,013-83.8% | $12,098-88.0% | $7,234-79.9% |