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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 | $60,359 | $60,3490% | $74,184-18.6% | $62,881-4.0% |
| Participation rate | 53.3% | 72.7%-19.4pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 8.33% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $236 | $1,680-86.0% | $2,370-90.0% | $2,281-89.7% |
| Participant deferral / active EE | $4,252 | $2,856+48.9% | $3,550+19.8% | $3,203+32.7% |
| Admin fee / account holder | $349 | $4,261-91.8% | $5,586-93.8% | $4,296-91.9% |