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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 | $44,354 | $138,312-67.9% | $122,979-63.9% | $155,188-71.4% |
| Participation rate | 69.2% | 80.2%-11.0pp | 77.2%-8.0pp | 80.8%-11.6pp |
| Annual return | 11.03% | 22.06%-11.0pp | 20.12%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $460 | $3,530-87.0% | $3,062-85.0% | $4,248-89.2% |
| Participant deferral / active EE | $2,137 | $5,592-61.8% | $5,003-57.3% | $6,531-67.3% |
| Admin fee / account holder | $3,227 | $15,089-78.6% | $12,864-74.9% | $14,480-77.7% |