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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 | $63,444 | $72,269-12.2% | $101,271-37.4% | $79,852-20.5% |
| Participation rate | 35.8% | 68.5%-32.6pp | 75.8%-40.0pp | 69.6%-33.8pp |
| Annual return | 20.01% | 22.29%-2.3pp | 46.48%-26.5pp | 31.72%-11.7pp |
| Employer contribution / active EE | $341 | $2,692-87.3% | $3,660-90.7% | $2,471-86.2% |
| Participant deferral / active EE | $2,238 | $3,282-31.8% | $4,371-48.8% | $3,740-40.2% |
| Admin fee / account holder | $2,917 | $4,401-33.7% | $5,948-51.0% | $5,306-45.0% |