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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 | $72,076 | $99,345-27.4% | $84,753-15.0% | $273,972-73.7% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $358 | $4,214-91.5% | $3,574-90.0% | $4,869-92.6% |
| Participant deferral / active EE | $2,178 | $4,270-49.0% | $3,712-41.3% | $5,287-58.8% |
| Admin fee / account holder | $914 | $6,645-86.3% | $5,333-82.9% | $10,133-91.0% |