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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 | $77,650 | $95,453-18.7% | $112,040-30.7% | $82,448-5.8% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 12.96% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $348 | $2,318-85.0% | $2,954-88.2% | $2,551-86.4% |
| Participant deferral / active EE | $2,363 | $4,224-44.1% | $5,098-53.7% | $4,139-42.9% |
| Admin fee / account holder | $6,131 | $9,013-32.0% | $12,098-49.3% | $7,234-15.2% |