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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 | $49,992 | $114,712-56.4% | $173,730-71.2% | $87,485-42.9% |
| Participation rate | 61.5% | 73.0%-11.5pp | 79.6%-18.0pp | 68.9%-7.4pp |
| Annual return | 15.18% | 20.18%-5.0pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $603 | $2,904-79.2% | $4,577-86.8% | $2,596-76.8% |
| Participant deferral / active EE | $6,070 | $4,642+30.8% | $6,326-4.0% | $4,274+42.0% |
| Admin fee / account holder | $8,323 | $10,210-18.5% | $17,523-52.5% | $7,775+7.1% |