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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 | $79,373 | $95,404-16.8% | $113,397-30.0% | $82,637-3.9% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.5%-19.6pp | 68.1%-11.2pp |
| Annual return | 14.45% | 19.08%-4.6pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $255 | $2,307-88.9% | $2,977-91.4% | $2,552-90.0% |
| Participant deferral / active EE | $2,157 | $4,220-48.9% | $5,076-57.5% | $4,126-47.7% |
| Admin fee / account holder | $6,574 | $9,168-28.3% | $11,957-45.0% | $7,339-10.4% |