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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 | $78,593 | $95,404-17.6% | $113,397-30.7% | $82,637-4.9% |
| Participation rate | 56.6% | 72.8%-16.2pp | 76.5%-19.9pp | 68.1%-11.5pp |
| Annual return | 14.88% | 19.08%-4.2pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $417 | $2,307-81.9% | $2,977-86.0% | $2,552-83.7% |
| Participant deferral / active EE | $2,697 | $4,220-36.1% | $5,076-46.9% | $4,126-34.6% |
| Admin fee / account holder | $7,434 | $9,168-18.9% | $11,957-37.8% | $7,339+1.3% |