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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 | $57,182 | $86,940-34.2% | $102,434-44.2% | $80,935-29.3% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.7%-8.6pp |
| Annual return | 12.77% | 18.89%-6.1pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $238 | $2,370-90.0% | $3,023-92.1% | $2,757-91.4% |
| Participant deferral / active EE | $2,620 | $4,121-36.4% | $5,055-48.2% | $4,299-39.1% |
| Admin fee / account holder | $7,007 | $8,047-12.9% | $9,462-25.9% | $6,924+1.2% |