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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 | $56,256 | $73,955-23.9% | $96,520-41.7% | $75,181-25.2% |
| Participation rate | 39.0% | 66.4%-27.4pp | 74.3%-35.4pp | 67.2%-28.2pp |
| Annual return | 16.41% | 26.72%-10.3pp | 35.72%-19.3pp | 160.69%-144.3pp |
| Employer contribution / active EE | $652 | $2,930-77.7% | $3,739-82.5% | $2,671-75.6% |
| Participant deferral / active EE | $3,433 | $3,659-6.2% | $4,879-29.6% | $4,126-16.8% |
| Admin fee / account holder | $12,541 | $5,217+140.4% | $6,733+86.3% | $5,650+122.0% |