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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 | $60,685 | $75,963-20.1% | $97,995-38.1% | $70,126-13.5% |
| Participation rate | 57.7% | 77.0%-19.3pp | 82.4%-24.7pp | 69.5%-11.8pp |
| Annual return | 13.60% | 19.26%-5.7pp | 23.94%-10.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $268 | $3,278-91.8% | $4,158-93.6% | $2,343-88.6% |
| Participant deferral / active EE | $2,854 | $4,053-29.6% | $5,097-44.0% | $3,332-14.3% |
| Admin fee / account holder | $4,622 | $5,407-14.5% | $5,943-22.2% | $4,645-0.5% |