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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 | $74,390 | $95,453-22.1% | $112,040-33.6% | $82,448-9.8% |
| Participation rate | 36.6% | 72.8%-36.2pp | 76.5%-39.9pp | 68.1%-31.5pp |
| Annual return | 16.41% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $628 | $2,318-72.9% | $2,954-78.8% | $2,551-75.4% |
| Participant deferral / active EE | $2,632 | $4,224-37.7% | $5,098-48.4% | $4,139-36.4% |
| Admin fee / account holder | $2,175 | $9,013-75.9% | $12,098-82.0% | $7,234-69.9% |