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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 | $84,294 | $124,980-32.6% | $108,359-22.2% | $154,746-45.5% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 14.66% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $407 | $2,851-85.7% | $2,399-83.0% | $4,379-90.7% |
| Participant deferral / active EE | $2,423 | $4,743-48.9% | $4,137-41.4% | $6,730-64.0% |
| Admin fee / account holder | $3,194 | $11,502-72.2% | $9,741-67.2% | $14,365-77.8% |