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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 | $83,402 | $215,361-61.3% | $171,082-51.3% | $273,972-69.6% |
| Participation rate | 36.4% | 82.0%-45.7pp | 76.7%-40.3pp | 83.0%-46.7pp |
| Annual return | 6.59% | 25.14%-18.5pp | 32.56%-26.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $98 | $4,967-98.0% | $4,002-97.5% | $4,869-98.0% |
| Participant deferral / active EE | $2,465 | $5,543-55.5% | $4,797-48.6% | $5,287-53.4% |
| Admin fee / account holder | $887 | $10,846-91.8% | $8,520-89.6% | $10,133-91.2% |