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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 | $61,123 | $73,978-17.4% | $96,515-36.7% | $75,173-18.7% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 21.36% | 26.72%-5.4pp | 35.73%-14.4pp | 160.72%-139.4pp |
| Employer contribution / active EE | $558 | $2,931-81.0% | $3,740-85.1% | $2,671-79.1% |
| Participant deferral / active EE | $3,380 | $3,660-7.7% | $4,880-30.7% | $4,126-18.1% |
| Admin fee / account holder | $4,564 | $5,219-12.5% | $6,735-32.2% | $5,651-19.2% |