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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 | $53,047 | $101,795-47.9% | $165,100-67.9% | $80,959-34.5% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 13.29% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $719 | $2,954-75.6% | $4,348-83.5% | $2,757-73.9% |
| Participant deferral / active EE | $3,419 | $4,476-23.6% | $6,035-43.3% | $4,300-20.5% |
| Admin fee / account holder | $1,660 | $8,221-79.8% | $12,696-86.9% | $6,925-76.0% |