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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 | $54,004 | $81,358-33.6% | $155,556-65.3% | $80,959-33.3% |
| Participation rate | 54.9% | 66.3%-11.3pp | 78.2%-23.3pp | 67.7%-12.7pp |
| Annual return | 16.42% | 33.39%-17.0pp | 64.84%-48.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $336 | $3,106-89.2% | $4,675-92.8% | $2,757-87.8% |
| Participant deferral / active EE | $2,636 | $3,455-23.7% | $5,631-53.2% | $4,300-38.7% |
| Admin fee / account holder | $1,784 | $7,994-77.7% | $15,885-88.8% | $6,925-74.2% |