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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 | $66,007 | $93,598-29.5% | $135,974-51.5% | $75,173-12.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 18.30% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $673 | $3,538-81.0% | $4,859-86.1% | $2,671-74.8% |
| Participant deferral / active EE | $5,403 | $6,405-15.7% | $7,760-30.4% | $4,126+30.9% |
| Admin fee / account holder | $812 | $6,978-88.4% | $10,767-92.5% | $5,651-85.6% |