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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 | $65,963 | $43,749+50.8% | $158,223-58.3% | $65,306+1.0% |
| Participation rate | 32.2% | 56.9%-24.7pp | 79.2%-47.0pp | 57.7%-25.5pp |
| Annual return | 14.73% | 19.41%-4.7pp | 52.09%-37.4pp | 21.94%-7.2pp |
| Employer contribution / active EE | $132 | $1,497-91.2% | $4,109-96.8% | $1,967-93.3% |
| Participant deferral / active EE | $1,324 | $2,019-34.4% | $5,467-75.8% | $2,959-55.2% |
| Admin fee / account holder | $7,302 | $1,930+278.3% | $16,047-54.5% | $3,480+109.8% |