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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 | $71,562 | $135,956-47.4% | $123,894-42.2% | $273,972-73.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $821 | $5,170-84.1% | $4,617-82.2% | $4,869-83.1% |
| Participant deferral / active EE | $2,367 | $6,343-62.7% | $5,984-60.4% | $5,287-55.2% |
| Admin fee / account holder | $12,365 | $9,817+25.9% | $8,357+48.0% | $10,133+22.0% |