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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 | $56,321 | $76,551-26.4% | $123,894-54.5% | $62,881-10.4% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 9.70% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $411 | $2,882-85.8% | $4,617-91.1% | $2,281-82.0% |
| Participant deferral / active EE | $5,108 | $4,840+5.5% | $5,984-14.6% | $3,203+59.5% |
| Admin fee / account holder | $1,062 | $4,826-78.0% | $8,357-87.3% | $4,296-75.3% |