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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 | $63,748 | $67,602-5.7% | $82,312-22.6% | $70,126-9.1% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.7pp |
| Annual return | 18.65% | 21.57%-2.9pp | 25.88%-7.2pp | 73.15%-54.5pp |
| Employer contribution / active EE | $320 | $1,755-81.8% | $2,428-86.8% | $2,343-86.3% |
| Participant deferral / active EE | $1,368 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $3,960 | $4,512-12.2% | $5,608-29.4% | $4,645-14.8% |