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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 | $61,401 | $101,798-39.7% | $165,071-62.8% | $80,935-24.1% |
| Participation rate | 26.8% | 71.8%-45.0pp | 78.6%-51.8pp | 67.7%-40.9pp |
| Annual return | 25.23% | 16.73%+8.5pp | 70.17%-44.9pp | 35.66%-10.4pp |
| Employer contribution / active EE | $790 | $2,954-73.3% | $4,347-81.8% | $2,757-71.3% |
| Participant deferral / active EE | $3,633 | $4,476-18.8% | $6,035-39.8% | $4,299-15.5% |
| Admin fee / account holder | $3,668 | $8,221-55.4% | $12,695-71.1% | $6,924-47.0% |