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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 | $67,432 | $96,731-30.3% | $123,973-45.6% | $86,983-22.5% |
| Participation rate | 53.1% | 70.0%-17.0pp | 76.7%-23.6pp | 69.5%-16.5pp |
| Annual return | 16.92% | 17.33%-0.4pp | 388.13%-371.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $742 | $3,297-77.5% | $4,126-82.0% | $2,584-71.3% |
| Participant deferral / active EE | $4,424 | $4,152+6.6% | $5,247-15.7% | $4,194+5.5% |
| Admin fee / account holder | $867 | $8,722-90.1% | $11,799-92.7% | $7,856-89.0% |