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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 | $75,729 | $99,345-23.8% | $84,753-10.6% | $273,972-72.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 12.28% | 22.93%-10.6pp | 22.78%-10.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $425 | $4,214-89.9% | $3,574-88.1% | $4,869-91.3% |
| Participant deferral / active EE | $2,039 | $4,270-52.2% | $3,712-45.1% | $5,287-61.4% |
| Admin fee / account holder | $1,447 | $6,645-78.2% | $5,333-72.9% | $10,133-85.7% |