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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 | $60,270 | $86,949-30.7% | $102,460-41.2% | $80,959-25.6% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.7%-8.3pp |
| Annual return | 13.66% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $324 | $2,370-86.3% | $3,025-89.3% | $2,757-88.3% |
| Participant deferral / active EE | $2,451 | $4,121-40.5% | $5,056-51.5% | $4,300-43.0% |
| Admin fee / account holder | $5,523 | $8,048-31.4% | $9,460-41.6% | $6,925-20.3% |