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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 | $64,412 | $172,111-62.6% | $150,298-57.1% | $137,256-53.1% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 12.63% | 69.37%-56.7pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $306 | $4,636-93.4% | $4,154-92.6% | $4,156-92.6% |
| Participant deferral / active EE | $1,656 | $6,166-73.1% | $5,453-69.6% | $6,407-74.2% |
| Admin fee / account holder | $8,890 | $16,471-46.0% | $14,116-37.0% | $12,270-27.5% |