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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 | $67,059 | $67,602-0.8% | $82,312-18.5% | $70,126-4.4% |
| Participation rate | 60.2% | 72.8%-12.5pp | 76.9%-16.7pp | 69.5%-9.3pp |
| Annual return | 17.03% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $324 | $1,755-81.6% | $2,428-86.7% | $2,343-86.2% |
| Participant deferral / active EE | $2,157 | $2,987-27.8% | $3,706-41.8% | $3,332-35.2% |
| Admin fee / account holder | $560 | $4,512-87.6% | $5,608-90.0% | $4,645-88.0% |