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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 | $95,404-18.8% | $113,397-31.7% | $82,637-6.3% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.5%-13.6pp | 68.1%-5.2pp |
| Annual return | 16.89% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $359 | $2,307-84.4% | $2,977-87.9% | $2,552-85.9% |
| Participant deferral / active EE | $4,039 | $4,220-4.3% | $5,076-20.4% | $4,126-2.1% |
| Admin fee / account holder | $6,986 | $9,168-23.8% | $11,957-41.6% | $7,339-4.8% |