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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 | $66,996 | $181,896-63.2% | $156,551-57.2% | $273,972-75.5% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 4.42% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,219 | $6,248-80.5% | $5,501-77.8% | $4,869-75.0% |
| Participant deferral / active EE | $2,928 | $5,550-47.2% | $4,871-39.9% | $5,287-44.6% |
| Admin fee / account holder | $6,698 | $15,560-57.0% | $13,028-48.6% | $10,133-33.9% |