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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 | $50,389 | $78,428-35.8% | $95,960-47.5% | $79,852-36.9% |
| Participation rate | 53.4% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.63%-76.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $261 | $1,945-86.6% | $2,541-89.7% | $2,471-89.4% |
| Participant deferral / active EE | $1,660 | $3,440-51.8% | $4,167-60.2% | $3,740-55.6% |
| Admin fee / account holder | $5,077 | $5,622-9.7% | $6,797-25.3% | $5,306-4.3% |