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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 | $65,655 | $86,940-24.5% | $102,434-35.9% | $80,935-18.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 17.84% | 18.89%-1.0pp | 29.46%-11.6pp | 35.66%-17.8pp |
| Employer contribution / active EE | $346 | $2,370-85.4% | $3,023-88.6% | $2,757-87.5% |
| Participant deferral / active EE | $3,974 | $4,121-3.6% | $5,055-21.4% | $4,299-7.6% |
| Admin fee / account holder | $494 | $8,047-93.9% | $9,462-94.8% | $6,924-92.9% |