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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 | $81,765 | $135,956-39.9% | $123,894-34.0% | $273,972-70.2% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 6.90% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $652 | $5,170-87.4% | $4,617-85.9% | $4,869-86.6% |
| Participant deferral / active EE | $2,355 | $6,343-62.9% | $5,984-60.6% | $5,287-55.5% |
| Admin fee / account holder | $456 | $9,817-95.4% | $8,357-94.5% | $10,133-95.5% |