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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 | $75,819 | $78,428-3.3% | $95,960-21.0% | $79,852-5.1% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 15.74% | 19.37%-3.6pp | 91.63%-75.9pp | 31.72%-16.0pp |
| Employer contribution / active EE | $378 | $1,945-80.6% | $2,541-85.1% | $2,471-84.7% |
| Participant deferral / active EE | $1,936 | $3,440-43.7% | $4,167-53.5% | $3,740-48.2% |
| Admin fee / account holder | $637 | $5,622-88.7% | $6,797-90.6% | $5,306-88.0% |