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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 | $69,541 | $110,137-36.9% | $161,149-56.8% | $82,637-15.8% |
| Participation rate | 52.6% | 72.4%-19.7pp | 78.8%-26.2pp | 68.1%-15.4pp |
| Annual return | 14.94% | 20.69%-5.7pp | 21.16%-6.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $411 | $2,856-85.6% | $4,360-90.6% | $2,552-83.9% |
| Participant deferral / active EE | $3,136 | $4,575-31.5% | $6,153-49.0% | $4,126-24.0% |
| Admin fee / account holder | $6,789 | $9,467-28.3% | $15,194-55.3% | $7,339-7.5% |