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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 | $64,448 | $77,574-16.9% | $108,753-40.7% | $86,983-25.9% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 13.81% | 18.42%-4.6pp | 37.47%-23.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $260 | $1,611-83.9% | $2,427-89.3% | $2,584-90.0% |
| Participant deferral / active EE | $1,488 | $3,128-52.4% | $4,115-63.8% | $4,194-64.5% |
| Admin fee / account holder | $7,322 | $6,529+12.2% | $10,320-29.0% | $7,856-6.8% |