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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 | $60,652 | $78,707-22.9% | $117,861-48.5% | $70,126-13.5% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.4pp | 69.5%-10.3pp |
| Annual return | 15.05% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $227 | $2,223-89.8% | $3,786-94.0% | $2,343-90.3% |
| Participant deferral / active EE | $1,587 | $3,297-51.9% | $4,482-64.6% | $3,332-52.4% |
| Admin fee / account holder | $1,260 | $5,066-75.1% | $8,021-84.3% | $4,645-72.9% |