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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 | $34,170 | $181,896-81.2% | $156,551-78.2% | $273,972-87.5% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 6.02% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $720 | $6,248-88.5% | $5,501-86.9% | $4,869-85.2% |
| Participant deferral / active EE | $2,400 | $5,550-56.8% | $4,871-50.7% | $5,287-54.6% |
| Admin fee / account holder | $579 | $15,560-96.3% | $13,028-95.6% | $10,133-94.3% |