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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 | $69,439 | $95,453-27.3% | $112,040-38.0% | $82,448-15.8% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.5%-34.4pp | 68.1%-26.0pp |
| Annual return | 20.00% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $577 | $2,318-75.1% | $2,954-80.5% | $2,551-77.4% |
| Participant deferral / active EE | $2,027 | $4,224-52.0% | $5,098-60.2% | $4,139-51.0% |
| Admin fee / account holder | $2,399 | $9,013-73.4% | $12,098-80.2% | $7,234-66.8% |