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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 | $61,277 | $77,472-20.9% | $100,392-39.0% | $80,935-24.3% |
| Participation rate | 64.0% | 76.9%-12.9pp | 81.5%-17.5pp | 67.7%-3.7pp |
| Annual return | 12.52% | 37.26%-24.7pp | 49.45%-36.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $257 | $2,800-90.8% | $3,941-93.5% | $2,757-90.7% |
| Participant deferral / active EE | $3,265 | $6,818-52.1% | $8,090-59.6% | $4,299-24.1% |
| Admin fee / account holder | $8,278 | $5,885+40.7% | $7,904+4.7% | $6,924+19.6% |