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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 | $63,012 | $68,880-8.5% | $120,580-47.7% | $80,959-22.2% |
| Participation rate | 20.5% | 61.7%-41.2pp | 72.0%-51.5pp | 67.7%-47.2pp |
| Annual return | 14.66% | 23.68%-9.0pp | 107.48%-92.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $397 | $2,066-80.8% | $3,469-88.5% | $2,757-85.6% |
| Participant deferral / active EE | $1,292 | $3,191-59.5% | $4,995-74.1% | $4,300-69.9% |
| Admin fee / account holder | $6,002 | $5,785+3.8% | $9,418-36.3% | $6,925-13.3% |