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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 | $55,639 | $94,031-40.8% | $115,768-51.9% | $82,448-32.5% |
| Participation rate | 10.8% | 70.4%-59.6pp | 74.4%-63.6pp | 68.1%-57.3pp |
| Annual return | 12.75% | 20.61%-7.9pp | 100.46%-87.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $117 | $2,323-95.0% | $2,940-96.0% | $2,551-95.4% |
| Participant deferral / active EE | $4,475 | $3,972+12.7% | $4,917-9.0% | $4,139+8.1% |
| Admin fee / account holder | $7,651 | $10,249-25.4% | $12,439-38.5% | $7,234+5.8% |