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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 | $62,798 | $153,769-59.2% | $133,975-53.1% | $273,972-77.1% |
| Participation rate | 30.8% | 88.4%-57.6pp | 87.1%-56.3pp | 83.0%-52.2pp |
| Annual return | 10.28% | 36.51%-26.2pp | 29.29%-19.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $988 | $6,029-83.6% | $5,211-81.0% | $4,869-79.7% |
| Participant deferral / active EE | $3,502 | $6,958-49.7% | $6,282-44.3% | $5,287-33.8% |
| Admin fee / account holder | $1,104 | $11,765-90.6% | $9,324-88.2% | $10,133-89.1% |