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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 | $71,304 | $83,485-14.6% | $125,192-43.0% | $72,975-2.3% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.5pp | 69.5%-38.2pp |
| Annual return | 17.66% | 25.77%-8.1pp | 43.79%-26.1pp | 81.01%-63.4pp |
| Employer contribution / active EE | $538 | $2,346-77.1% | $3,866-86.1% | $2,440-78.0% |
| Participant deferral / active EE | $2,433 | $3,586-32.2% | $4,937-50.7% | $3,608-32.6% |
| Admin fee / account holder | $2,467 | $5,518-55.3% | $9,704-74.6% | $5,124-51.9% |