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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 | $70,676 | $87,166-18.9% | $76,735-7.9% | $137,256-48.5% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.5%-16.6pp | 80.0%-27.0pp |
| Annual return | 16.00% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $227 | $2,904-92.2% | $2,454-90.7% | $4,156-94.5% |
| Participant deferral / active EE | $3,044 | $4,726-35.6% | $4,088-25.5% | $6,407-52.5% |
| Admin fee / account holder | $1,954 | $8,403-76.7% | $7,189-72.8% | $12,270-84.1% |