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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 | $58,064 | $53,774+8.0% | $134,162-56.7% | $79,852-27.3% |
| Participation rate | 15.6% | 58.8%-43.2pp | 72.2%-56.6pp | 69.6%-54.1pp |
| Annual return | 11.21% | 19.01%-7.8pp | 36.35%-25.1pp | 31.72%-20.5pp |
| Employer contribution / active EE | $83 | $1,322-93.7% | $3,705-97.8% | $2,471-96.6% |
| Participant deferral / active EE | $1,166 | $2,420-51.8% | $3,500-66.7% | $3,740-68.8% |
| Admin fee / account holder | $764 | $3,985-80.8% | $6,685-88.6% | $5,306-85.6% |