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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 | $55,223 | $76,551-27.9% | $123,894-55.4% | $62,881-12.2% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 47.61% | 18.68%+28.9pp | 47.52%+0.1pp | 20.14%+27.5pp |
| Employer contribution / active EE | $445 | $2,882-84.5% | $4,617-90.4% | $2,281-80.5% |
| Participant deferral / active EE | $2,968 | $4,840-38.7% | $5,984-50.4% | $3,203-7.3% |
| Admin fee / account holder | $10,181 | $4,826+111.0% | $8,357+21.8% | $4,296+137.0% |