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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 | $82,361 | $161,352-49.0% | $134,172-38.6% | $137,256-40.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 15.42% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $465 | $4,099-88.7% | $3,420-86.4% | $4,156-88.8% |
| Participant deferral / active EE | $4,107 | $5,552-26.0% | $4,690-12.4% | $6,407-35.9% |
| Admin fee / account holder | $1,506 | $15,028-90.0% | $12,016-87.5% | $12,270-87.7% |