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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 | $74,045 | $81,446-9.1% | $103,374-28.4% | $80,874-8.4% |
| Participation rate | 29.2% | 66.9%-37.6pp | 74.5%-45.3pp | 67.6%-38.4pp |
| Annual return | 12.23% | 25.57%-13.3pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $789 | $3,107-74.6% | $3,869-79.6% | $2,756-71.4% |
| Participant deferral / active EE | $3,414 | $3,870-11.8% | $5,058-32.5% | $4,297-20.5% |
| Admin fee / account holder | $4,510 | $6,715-32.8% | $8,394-46.3% | $6,935-35.0% |