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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 | $68,837 | $143,969-52.2% | $199,883-65.6% | $82,637-16.7% |
| Participation rate | 57.4% | 84.1%-26.8pp | 86.8%-29.4pp | 68.1%-10.7pp |
| Annual return | 38.01% | 25.67%+12.3pp | 43.81%-5.8pp | 53.51%-15.5pp |
| Employer contribution / active EE | $577 | $4,632-87.5% | $6,261-90.8% | $2,552-77.4% |
| Participant deferral / active EE | $3,164 | $6,937-54.4% | $9,138-65.4% | $4,126-23.3% |
| Admin fee / account holder | $6,195 | $14,597-57.6% | $17,268-64.1% | $7,339-15.6% |