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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 | $56,999 | $72,012-20.8% | $185,827-69.3% | $79,858-28.6% |
| Participation rate | 29.5% | 65.8%-36.3pp | 78.0%-48.6pp | 69.6%-40.2pp |
| Annual return | 19.29% | 23.12%-3.8pp | 35.96%-16.7pp | 31.72%-12.4pp |
| Employer contribution / active EE | $159 | $1,965-91.9% | $4,087-96.1% | $2,471-93.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,938 | $4,513-57.0% | $9,502-79.6% | $5,306-63.5% |