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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 | $101,950-38.9% | $125,529-50.4% | $86,983-28.4% |
| Participation rate | 69.0% | 70.2%-1.2pp | 74.7%-5.8pp | 69.5%-0.6pp |
| Annual return | 12.02% | 18.29%-6.3pp | 202.56%-190.5pp | 25.83%-13.8pp |
| Employer contribution / active EE | $513 | $2,358-78.2% | $3,058-83.2% | $2,584-80.1% |
| Participant deferral / active EE | $3,510 | $3,862-9.1% | $4,813-27.1% | $4,194-16.3% |
| Admin fee / account holder | $7,359 | $12,791-42.5% | $16,298-54.8% | $7,856-6.3% |