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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 | $73,669 | $143,969-48.8% | $199,883-63.1% | $82,637-10.9% |
| Participation rate | 44.9% | 84.1%-39.2pp | 86.8%-41.9pp | 68.1%-23.2pp |
| Annual return | 18.21% | 25.67%-7.5pp | 43.81%-25.6pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,463 | $4,632-68.4% | $6,261-76.6% | $2,552-42.7% |
| Participant deferral / active EE | $3,480 | $6,937-49.8% | $9,138-61.9% | $4,126-15.7% |
| Admin fee / account holder | $4,788 | $14,597-67.2% | $17,268-72.3% | $7,339-34.8% |