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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 | $65,163 | $80,992-19.5% | $96,534-32.5% | $75,173-13.3% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.6pp | 67.2%-4.9pp |
| Annual return | 12.97% | 27.05%-14.1pp | 25.88%-12.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $604 | $2,283-73.5% | $2,965-79.6% | $2,671-77.4% |
| Participant deferral / active EE | $1,854 | $3,929-52.8% | $4,851-61.8% | $4,126-55.1% |
| Admin fee / account holder | $1,239 | $6,717-81.6% | $8,253-85.0% | $5,651-78.1% |