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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 | $62,976 | $86,294-27.0% | $111,303-43.4% | $85,856-26.6% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.66%-42.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $254 | $2,043-87.5% | $2,731-90.7% | $2,565-90.1% |
| Participant deferral / active EE | $2,853 | $3,641-21.6% | $4,487-36.4% | $3,952-27.8% |
| Admin fee / account holder | $2,321 | $8,189-71.7% | $7,966-70.9% | $6,261-62.9% |