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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 | $55,366 | $106,247-47.9% | $96,515-42.6% | $139,466-60.3% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 17.05% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $710 | $4,106-82.7% | $3,740-81.0% | $4,754-85.1% |
| Participant deferral / active EE | $2,972 | $5,456-45.5% | $4,880-39.1% | $6,712-55.7% |
| Admin fee / account holder | $7,116 | $7,885-9.7% | $6,735+5.7% | $11,409-37.6% |