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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 | $55,648 | $139,948-60.2% | $121,663-54.3% | $154,746-64.0% |
| Participation rate | 64.3% | 78.0%-13.7pp | 74.5%-10.2pp | 80.7%-16.4pp |
| Annual return | 12.01% | 230.52%-218.5pp | 147.54%-135.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $293 | $3,521-91.7% | $3,020-90.3% | $4,379-93.3% |
| Participant deferral / active EE | $2,320 | $5,629-58.8% | $4,887-52.5% | $6,730-65.5% |
| Admin fee / account holder | $8,648 | $17,321-50.1% | $14,289-39.5% | $14,365-39.8% |