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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 | $72,480 | $91,559-20.8% | $133,971-45.9% | $79,852-9.2% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.6pp | 69.6%-15.4pp |
| Annual return | 18.17% | 61.85%-43.7pp | 45.09%-26.9pp | 31.72%-13.6pp |
| Employer contribution / active EE | $522 | $2,384-78.1% | $3,919-86.7% | $2,471-78.9% |
| Participant deferral / active EE | $2,044 | $3,734-45.2% | $5,047-59.5% | $3,740-45.3% |
| Admin fee / account holder | $813 | $6,321-87.1% | $8,929-90.9% | $5,306-84.7% |