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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 | $59,486 | $251,004-76.3% | $191,597-69.0% | $138,895-57.2% |
| Participation rate | 54.5% | 82.4%-27.8pp | 76.9%-22.4pp | 79.9%-25.4pp |
| Annual return | 14.69% | 31.05%-16.4pp | 27.07%-12.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,393 | $6,226-77.6% | $5,025-72.3% | $4,194-66.8% |
| Participant deferral / active EE | $4,045 | $8,154-50.4% | $6,850-40.9% | $6,396-36.8% |
| Admin fee / account holder | $3,059 | $31,471-90.3% | $22,799-86.6% | $12,562-75.6% |