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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 | $58,973 | $87,878-32.9% | $97,411-39.5% | $82,637-28.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 80.4%-20.4pp | 68.1%-8.1pp |
| Annual return | 13.93% | 54.63%-40.7pp | 34.72%-20.8pp | 53.51%-39.6pp |
| Employer contribution / active EE | $752 | $3,800-80.2% | $4,210-82.1% | $2,552-70.5% |
| Participant deferral / active EE | $2,823 | $5,525-48.9% | $5,886-52.0% | $4,126-31.6% |
| Admin fee / account holder | $8,707 | $6,743+29.1% | $7,145+21.9% | $7,339+18.6% |