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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 | $74,439 | $97,550-23.7% | $120,344-38.1% | $87,485-14.9% |
| Participation rate | 68.3% | 72.8%-4.6pp | 76.7%-8.5pp | 68.9%-0.7pp |
| Annual return | 12.69% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $550 | $2,291-76.0% | $3,020-81.8% | $2,596-78.8% |
| Participant deferral / active EE | $3,668 | $4,230-13.3% | $5,135-28.6% | $4,274-14.2% |
| Admin fee / account holder | $4,062 | $9,543-57.4% | $12,742-68.1% | $7,775-47.8% |