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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 | $58,353 | $181,896-67.9% | $156,551-62.7% | $273,972-78.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 13.99% | 30.74%-16.7pp | 32.23%-18.2pp | 41.46%-27.5pp |
| Employer contribution / active EE | $1,014 | $6,248-83.8% | $5,501-81.6% | $4,869-79.2% |
| Participant deferral / active EE | $4,866 | $5,550-12.3% | $4,871-0.1% | $5,287-8.0% |
| Admin fee / account holder | $597 | $15,560-96.2% | $13,028-95.4% | $10,133-94.1% |