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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 | $62,736 | $127,387-50.8% | $115,038-45.5% | $125,389-50.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 3.50% | 31.28%-27.8pp | 26.14%-22.6pp | 282.24%-278.7pp |
| Employer contribution / active EE | $690 | $5,166-86.6% | $4,608-85.0% | $4,866-85.8% |
| Participant deferral / active EE | $3,361 | $6,423-47.7% | $6,026-44.2% | $5,352-37.2% |
| Admin fee / account holder | $3,000 | $9,516-68.5% | $8,175-63.3% | $9,541-68.6% |