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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 | $42,832 | $76,371-43.9% | $93,621-54.2% | $72,976-41.3% |
| Participation rate | 68.9% | 71.8%-2.8pp | 75.8%-6.9pp | 69.5%-0.6pp |
| Annual return | 17.43% | 25.82%-8.4pp | 32.76%-15.3pp | 81.02%-63.6pp |
| Employer contribution / active EE | $276 | $2,276-87.9% | $2,719-89.9% | $2,440-88.7% |
| Participant deferral / active EE | $1,409 | $3,538-60.2% | $4,070-65.4% | $3,608-60.9% |
| Admin fee / account holder | $1,758 | $6,839-74.3% | $7,890-77.7% | $5,124-65.7% |