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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 | $97,550-23.7% | $120,344-38.2% | $87,485-15.0% |
| Participation rate | 36.6% | 72.8%-36.2pp | 76.7%-40.1pp | 68.9%-32.3pp |
| Annual return | 16.41% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $628 | $2,291-72.6% | $3,020-79.2% | $2,596-75.8% |
| Participant deferral / active EE | $2,632 | $4,230-37.8% | $5,135-48.7% | $4,274-38.4% |
| Admin fee / account holder | $2,175 | $9,543-77.2% | $12,742-82.9% | $7,775-72.0% |