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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 | $35,947 | $136,307-73.6% | $106,619-66.3% | $273,972-86.9% |
| Participation rate | 64.3% | 84.8%-20.5pp | 78.0%-13.7pp | 83.0%-18.7pp |
| Annual return | 6.14% | 11.05%-4.9pp | 9.42%-3.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $406 | $5,190-92.2% | $3,947-89.7% | $4,869-91.7% |
| Participant deferral / active EE | $1,474 | $4,969-70.3% | $3,930-62.5% | $5,287-72.1% |
| Admin fee / account holder | $1,041 | $8,625-87.9% | $6,418-83.8% | $10,133-89.7% |