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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 | $74,542 | $81,504-8.5% | $102,437-27.2% | $80,959-7.9% |
| Participation rate | 24.2% | 66.9%-42.6pp | 74.5%-50.3pp | 67.7%-43.4pp |
| Annual return | 12.19% | 25.60%-13.4pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $528 | $3,104-83.0% | $3,871-86.4% | $2,757-80.8% |
| Participant deferral / active EE | $2,819 | $3,871-27.2% | $5,060-44.3% | $4,300-34.4% |
| Admin fee / account holder | $3,459 | $6,719-48.5% | $8,388-58.8% | $6,925-50.1% |