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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 | $75,372 | $56,110+34.3% | $94,993-20.7% | $70,126+7.5% |
| Participation rate | 53.0% | 65.0%-12.0pp | 73.9%-20.9pp | 69.5%-16.5pp |
| Annual return | 16.35% | 51.02%-34.7pp | 27.14%-10.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $242 | $1,442-83.2% | $2,603-90.7% | $2,343-89.7% |
| Participant deferral / active EE | $2,439 | $2,391+2.0% | $3,317-26.5% | $3,332-26.8% |
| Admin fee / account holder | $7,550 | $3,456+118.4% | $4,960+52.2% | $4,645+62.5% |