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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 | $68,759 | $81,504-15.6% | $102,437-32.9% | $80,959-15.1% |
| Participation rate | 48.6% | 66.9%-18.3pp | 74.5%-25.9pp | 67.7%-19.1pp |
| Annual return | 12.79% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $377 | $3,104-87.8% | $3,871-90.3% | $2,757-86.3% |
| Participant deferral / active EE | $2,240 | $3,871-42.1% | $5,060-55.7% | $4,300-47.9% |
| Admin fee / account holder | $509 | $6,719-92.4% | $8,388-93.9% | $6,925-92.6% |