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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 | $56,596 | $113,941-50.3% | $94,229-39.9% | $125,389-54.9% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | 2.63% | 5.29%-2.7pp | 10.68%-8.1pp | 282.24%-279.6pp |
| Employer contribution / active EE | $493 | $4,727-89.6% | $3,587-86.3% | $4,866-89.9% |
| Participant deferral / active EE | $4,242 | $5,179-18.1% | $4,320-1.8% | $5,352-20.7% |
| Admin fee / account holder | $9,415 | $8,392+12.2% | $6,269+50.2% | $9,541-1.3% |