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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 | $69,941 | $69,590+0.5% | $136,867-48.9% | $94,015-25.6% |
| Participation rate | 38.1% | 66.3%-28.2pp | 74.5%-36.4pp | 70.8%-32.7pp |
| Annual return | 16.39% | 19.62%-3.2pp | 42.97%-26.6pp | 17.84%-1.5pp |
| Employer contribution / active EE | $264 | $2,396-89.0% | $3,547-92.6% | $2,790-90.6% |
| Participant deferral / active EE | $3,698 | $3,437+7.6% | $4,924-24.9% | $4,249-13.0% |
| Admin fee / account holder | $1,012 | $8,912-88.6% | $10,340-90.2% | $8,951-88.7% |