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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 | $54,604 | $147,594-63.0% | $121,871-55.2% | $198,609-72.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.2%-23.2pp | 82.4%-32.4pp |
| Annual return | 7.40% | 12.94%-5.5pp | 13.57%-6.2pp | 202.70%-195.3pp |
| Employer contribution / active EE | $135 | $3,007-95.5% | $2,731-95.0% | $5,055-97.3% |
| Participant deferral / active EE | $1,932 | $5,168-62.6% | $4,318-55.3% | $6,977-72.3% |
| Admin fee / account holder | $14,474 | $15,134-4.4% | $11,551+25.3% | $19,030-23.9% |