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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 | $65,792 | $88,360-25.5% | $145,433-54.8% | $67,986-3.2% |
| Participation rate | 40.7% | 65.5%-24.7pp | 82.1%-41.4pp | 57.2%-16.5pp |
| Annual return | 15.23% | 63.15%-47.9pp | 66.58%-51.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $206 | $3,054-93.3% | $4,554-95.5% | $2,019-89.8% |
| Participant deferral / active EE | $2,192 | $5,932-63.0% | $7,897-72.2% | $3,358-34.7% |
| Admin fee / account holder | $3,730 | $3,313+12.6% | $13,129-71.6% | $3,203+16.4% |