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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 | $53,208 | $124,425-57.2% | $112,040-52.5% | $137,256-61.2% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 15.51% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $364 | $3,411-89.3% | $2,954-87.7% | $4,156-91.2% |
| Participant deferral / active EE | $3,792 | $5,718-33.7% | $5,098-25.6% | $6,407-40.8% |
| Admin fee / account holder | $20,009 | $15,207+31.6% | $12,098+65.4% | $12,270+63.1% |