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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 | $31,996 | $136,860-76.6% | $120,344-73.4% | $154,746-79.3% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 18.86% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.5pp |
| Employer contribution / active EE | $648 | $3,533-81.7% | $3,020-78.5% | $4,379-85.2% |
| Participant deferral / active EE | $4,024 | $5,793-30.5% | $5,135-21.6% | $6,730-40.2% |
| Admin fee / account holder | $2,030 | $15,393-86.8% | $12,742-84.1% | $14,365-85.9% |