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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 | $55,789 | $117,846-52.7% | $102,434-45.5% | $145,884-61.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 10.20% | 31.90%-21.7pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $786 | $3,615-78.3% | $3,023-74.0% | $4,662-83.1% |
| Participant deferral / active EE | $1,913 | $5,733-66.6% | $5,055-62.2% | $6,690-71.4% |
| Admin fee / account holder | $20,042 | $13,356+50.1% | $9,462+111.8% | $13,392+49.7% |