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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 | $62,561 | $135,956-54.0% | $123,894-49.5% | $273,972-77.2% |
| Participation rate | 31.6% | 84.1%-52.5pp | 81.4%-49.8pp | 83.0%-51.4pp |
| Annual return | 6.21% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $808 | $5,170-84.4% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $2,110 | $6,343-66.7% | $5,984-64.7% | $5,287-60.1% |
| Admin fee / account holder | $393 | $9,817-96.0% | $8,357-95.3% | $10,133-96.1% |