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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 | $59,834 | $108,825-45.0% | $156,181-61.7% | $82,448-27.4% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 14.47% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $728 | $2,870-74.6% | $4,294-83.1% | $2,551-71.5% |
| Participant deferral / active EE | $3,413 | $4,577-25.4% | $6,132-44.3% | $4,139-17.5% |
| Admin fee / account holder | $3,088 | $9,341-66.9% | $14,586-78.8% | $7,234-57.3% |