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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 | $69,758 | $91,760-24.0% | $156,181-55.3% | $67,986+2.6% |
| Participation rate | 37.1% | 65.0%-28.0pp | 78.8%-41.8pp | 57.2%-20.1pp |
| Annual return | 15.05% | 18.14%-3.1pp | 64.87%-49.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $447 | $2,419-81.5% | $4,294-89.6% | $2,019-77.9% |
| Participant deferral / active EE | $2,512 | $3,960-36.6% | $6,132-59.0% | $3,358-25.2% |
| Admin fee / account holder | $9,634 | $3,949+144.0% | $14,586-34.0% | $3,203+200.8% |