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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 | $73,215 | $81,358-10.0% | $155,556-52.9% | $80,959-9.6% |
| Participation rate | 19.6% | 66.3%-46.6pp | 78.2%-58.6pp | 67.7%-48.0pp |
| Annual return | 12.10% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $315 | $3,106-89.9% | $4,675-93.3% | $2,757-88.6% |
| Participant deferral / active EE | $1,482 | $3,455-57.1% | $5,631-73.7% | $4,300-65.5% |
| Admin fee / account holder | $621 | $7,994-92.2% | $15,885-96.1% | $6,925-91.0% |