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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 | $74,533 | $124,980-40.4% | $108,359-31.2% | $154,746-51.8% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 14.03% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $294 | $2,851-89.7% | $2,399-87.8% | $4,379-93.3% |
| Participant deferral / active EE | $1,337 | $4,743-71.8% | $4,137-67.7% | $6,730-80.1% |
| Admin fee / account holder | $3,238 | $11,502-71.9% | $9,741-66.8% | $14,365-77.5% |