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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 | $64,263 | $76,551-16.1% | $123,894-48.1% | $62,881+2.2% |
| Participation rate | 52.9% | 73.0%-20.0pp | 81.4%-28.5pp | 69.3%-16.4pp |
| Annual return | 13.23% | 18.68%-5.4pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $331 | $2,882-88.5% | $4,617-92.8% | $2,281-85.5% |
| Participant deferral / active EE | $2,344 | $4,840-51.6% | $5,984-60.8% | $3,203-26.8% |
| Admin fee / account holder | $1,039 | $4,826-78.5% | $8,357-87.6% | $4,296-75.8% |