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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 | $71,413 | $77,962-8.4% | $178,540-60.0% | $80,935-11.8% |
| Participation rate | 62.9% | 65.7%-2.7pp | 77.1%-14.2pp | 67.7%-4.7pp |
| Annual return | 15.15% | 18.10%-2.9pp | 27.15%-12.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $380 | $2,280-83.4% | $3,953-90.4% | $2,757-86.2% |
| Participant deferral / active EE | $3,505 | $4,404-20.4% | $6,281-44.2% | $4,299-18.5% |
| Admin fee / account holder | $1,450 | $7,156-79.7% | $10,424-86.1% | $6,924-79.1% |