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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 | $75,442 | $95,453-21.0% | $112,040-32.7% | $82,448-8.5% |
| Participation rate | 52.8% | 72.8%-19.9pp | 76.5%-23.7pp | 68.1%-15.2pp |
| Annual return | 13.88% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $609 | $2,318-73.7% | $2,954-79.4% | $2,551-76.1% |
| Participant deferral / active EE | $3,600 | $4,224-14.8% | $5,098-29.4% | $4,139-13.0% |
| Admin fee / account holder | $3,716 | $9,013-58.8% | $12,098-69.3% | $7,234-48.6% |