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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 | $62,319 | $97,648-36.2% | $121,663-48.8% | $87,485-28.8% |
| Participation rate | 69.0% | 70.5%-1.5pp | 74.5%-5.5pp | 68.9%0pp |
| Annual return | 12.02% | 18.03%-6.0pp | 147.54%-135.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $513 | $2,300-77.7% | $3,020-83.0% | $2,596-80.2% |
| Participant deferral / active EE | $3,510 | $3,923-10.5% | $4,887-28.2% | $4,274-17.9% |
| Admin fee / account holder | $7,359 | $11,100-33.7% | $14,289-48.5% | $7,775-5.4% |