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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 | $82,849 | $100,194-17.3% | $122,979-32.6% | $86,983-4.8% |
| Participation rate | 52.6% | 73.0%-20.3pp | 77.2%-24.6pp | 69.5%-16.9pp |
| Annual return | 12.03% | 16.47%-4.4pp | 20.12%-8.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $225 | $2,326-90.3% | $3,062-92.7% | $2,584-91.3% |
| Participant deferral / active EE | $2,774 | $4,133-32.9% | $5,003-44.5% | $4,194-33.8% |
| Admin fee / account holder | $6,826 | $10,148-32.7% | $12,864-46.9% | $7,856-13.1% |