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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 | $85,766 | $162,967-47.4% | $135,792-36.8% | $138,895-38.3% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.6%-39.3pp | 79.9%-46.6pp |
| Annual return | 17.39% | 30.08%-12.7pp | 25.96%-8.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $444 | $4,211-89.5% | $3,496-87.3% | $4,194-89.4% |
| Participant deferral / active EE | $2,000 | $5,640-64.5% | $4,759-58.0% | $6,396-68.7% |
| Admin fee / account holder | $735 | $15,306-95.2% | $12,266-94.0% | $12,562-94.1% |