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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 | $57,555 | $55,889+3.0% | $76,119-24.4% | $80,935-28.9% |
| Participation rate | 17.9% | 62.1%-44.2pp | 69.1%-51.2pp | 67.7%-49.8pp |
| Annual return | 12.34% | 20.58%-8.2pp | 361.25%-348.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $250 | $1,866-86.6% | $2,693-90.7% | $2,757-90.9% |
| Participant deferral / active EE | $1,310 | $3,051-57.1% | $4,259-69.2% | $4,299-69.5% |
| Admin fee / account holder | $5,939 | $5,241+13.3% | $6,421-7.5% | $6,924-14.2% |