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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 | $68,248 | $136,860-50.1% | $120,344-43.3% | $154,746-55.9% |
| Participation rate | 60.9% | 79.9%-19.0pp | 76.7%-15.8pp | 80.7%-19.8pp |
| Annual return | 15.28% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $636 | $3,533-82.0% | $3,020-78.9% | $4,379-85.5% |
| Participant deferral / active EE | $3,476 | $5,793-40.0% | $5,135-32.3% | $6,730-48.3% |
| Admin fee / account holder | $3,316 | $15,393-78.5% | $12,742-74.0% | $14,365-76.9% |