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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 | $39,641 | $79,961-50.4% | $98,462-59.7% | $75,177-47.3% |
| Participation rate | 65.8% | 70.4%-4.6pp | 75.2%-9.4pp | 67.2%-1.4pp |
| Annual return | 15.00% | 19.75%-4.7pp | 21.17%-6.2pp | 160.75%-145.7pp |
| Employer contribution / active EE | $320 | $2,264-85.9% | $3,049-89.5% | $2,671-88.0% |
| Participant deferral / active EE | $1,760 | $3,753-53.1% | $4,738-62.9% | $4,126-57.4% |
| Admin fee / account holder | $5,145 | $6,842-24.8% | $8,875-42.0% | $5,651-9.0% |