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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 | $43,090 | $123,155-65.0% | $108,753-60.4% | $155,188-72.2% |
| Participation rate | 63.2% | 75.6%-12.5pp | 71.1%-7.9pp | 80.8%-17.6pp |
| Annual return | 7.95% | 44.73%-36.8pp | 37.47%-29.5pp | 148.84%-140.9pp |
| Employer contribution / active EE | $360 | $2,811-87.2% | $2,427-85.2% | $4,248-91.5% |
| Participant deferral / active EE | $1,375 | $4,623-70.3% | $4,115-66.6% | $6,531-79.0% |
| Admin fee / account holder | $4,536 | $12,126-62.6% | $10,320-56.0% | $14,480-68.7% |