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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 | $72,035 | $106,749-32.5% | $145,433-50.5% | $82,448-12.6% |
| Participation rate | 58.8% | 75.6%-16.9pp | 82.1%-23.4pp | 68.1%-9.3pp |
| Annual return | 14.54% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $573 | $3,444-83.4% | $4,554-87.4% | $2,551-77.5% |
| Participant deferral / active EE | $2,526 | $6,519-61.3% | $7,897-68.0% | $4,139-39.0% |
| Admin fee / account holder | $6,848 | $8,390-18.4% | $13,129-47.8% | $7,234-5.3% |