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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 | $61,797 | $91,760-32.7% | $156,181-60.4% | $67,986-9.1% |
| Participation rate | 64.9% | 65.0%-0.2pp | 78.8%-14.0pp | 57.2%+7.7pp |
| Annual return | 16.14% | 18.14%-2.0pp | 64.87%-48.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $448 | $2,419-81.5% | $4,294-89.6% | $2,019-77.8% |
| Participant deferral / active EE | $4,789 | $3,960+20.9% | $6,132-21.9% | $3,358+42.6% |
| Admin fee / account holder | $3,584 | $3,949-9.2% | $14,586-75.4% | $3,203+11.9% |