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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 | $72,722 | $87,132-16.5% | $105,624-31.2% | $80,959-10.2% |
| Participation rate | 61.8% | 70.4%-8.7pp | 75.3%-13.5pp | 67.7%-5.9pp |
| Annual return | 12.13% | 17.03%-4.9pp | 116.20%-104.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $491 | $2,397-79.5% | $3,168-84.5% | $2,757-82.2% |
| Participant deferral / active EE | $3,041 | $3,985-23.7% | $5,013-39.3% | $4,300-29.3% |
| Admin fee / account holder | $2,869 | $8,449-66.0% | $10,961-73.8% | $6,925-58.6% |