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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 | $68,132 | $72,269-5.7% | $101,271-32.7% | $79,852-14.7% |
| Participation rate | 43.9% | 68.5%-24.6pp | 75.8%-31.9pp | 69.6%-25.8pp |
| Annual return | 16.18% | 22.29%-6.1pp | 46.48%-30.3pp | 31.72%-15.5pp |
| Employer contribution / active EE | $540 | $2,692-79.9% | $3,660-85.2% | $2,471-78.1% |
| Participant deferral / active EE | $2,361 | $3,282-28.0% | $4,371-46.0% | $3,740-36.9% |
| Admin fee / account holder | $2,913 | $4,401-33.8% | $5,948-51.0% | $5,306-45.1% |