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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 | $64,970 | $76,696-15.3% | $96,515-32.7% | $71,511-9.1% |
| Participation rate | 27.2% | 66.6%-39.4pp | 74.3%-47.1pp | 67.9%-40.7pp |
| Annual return | 16.35% | 48.32%-32.0pp | 35.73%-19.4pp | 28.86%-12.5pp |
| Employer contribution / active EE | $720 | $3,032-76.3% | $3,740-80.8% | $2,589-72.2% |
| Participant deferral / active EE | $3,071 | $3,770-18.5% | $4,880-37.1% | $4,291-28.4% |
| Admin fee / account holder | $2,152 | $2,030+6.0% | $6,735-68.1% | $1,588+35.5% |