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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 | $77,470 | $95,453-18.8% | $112,040-30.9% | $82,448-6.0% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.5%-13.6pp | 68.1%-5.2pp |
| Annual return | 16.89% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $359 | $2,318-84.5% | $2,954-87.8% | $2,551-85.9% |
| Participant deferral / active EE | $4,039 | $4,224-4.4% | $5,098-20.8% | $4,139-2.4% |
| Admin fee / account holder | $6,986 | $9,013-22.5% | $12,098-42.3% | $7,234-3.4% |