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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 | $74,523 | $83,337-10.6% | $67,834+9.9% | $273,972-72.8% |
| Participation rate | 60.9% | 76.4%-15.6pp | 68.8%-7.9pp | 83.0%-22.1pp |
| Annual return | 5.55% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $325 | $3,287-90.1% | $2,403-86.5% | $4,869-93.3% |
| Participant deferral / active EE | $2,050 | $4,088-49.9% | $3,160-35.1% | $5,287-61.2% |
| Admin fee / account holder | $3,678 | $6,752-45.5% | $4,622-20.4% | $10,133-63.7% |