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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 | $81,476-9.1% | $102,383-27.7% | $80,925-8.5% |
| Participation rate | 29.2% | 66.8%-37.6pp | 74.5%-45.3pp | 67.7%-38.4pp |
| Annual return | 12.23% | 25.59%-13.4pp | 24.94%-12.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $789 | $3,105-74.6% | $3,870-79.6% | $2,756-71.4% |
| Participant deferral / active EE | $3,414 | $3,871-11.8% | $5,060-32.5% | $4,299-20.6% |
| Admin fee / account holder | $4,510 | $6,717-32.9% | $8,391-46.3% | $6,940-35.0% |