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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 | $72,261 | $86,949-16.9% | $102,460-29.5% | $80,959-10.7% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.7%-1.6pp |
| Annual return | 11.29% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $513 | $2,370-78.4% | $3,025-83.1% | $2,757-81.4% |
| Participant deferral / active EE | $3,489 | $4,121-15.3% | $5,056-31.0% | $4,300-18.9% |
| Admin fee / account holder | $1,110 | $8,048-86.2% | $9,460-88.3% | $6,925-84.0% |