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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 | $62,846 | $181,896-65.4% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 23.8% | 88.4%-64.6pp | 84.0%-60.2pp | 83.0%-59.2pp |
| Annual return | 7.18% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $959 | $6,248-84.6% | $5,501-82.6% | $4,869-80.3% |
| Participant deferral / active EE | $2,272 | $5,550-59.1% | $4,871-53.4% | $5,287-57.0% |
| Admin fee / account holder | $54,012 | $15,560+247.1% | $13,028+314.6% | $10,133+433.1% |