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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 | $59,996 | $73,978-18.9% | $96,515-37.8% | $75,173-20.2% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 17.28% | 26.72%-9.4pp | 35.73%-18.4pp | 160.72%-143.4pp |
| Employer contribution / active EE | $490 | $2,931-83.3% | $3,740-86.9% | $2,671-81.7% |
| Participant deferral / active EE | $2,838 | $3,660-22.5% | $4,880-41.8% | $4,126-31.2% |
| Admin fee / account holder | $2,790 | $5,219-46.5% | $6,735-58.6% | $5,651-50.6% |