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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 | $54,069 | $149,446-63.8% | $256,809-78.9% | $94,015-42.5% |
| Participation rate | 55.0% | 85.3%-30.3pp | 88.5%-33.5pp | 70.8%-15.8pp |
| Annual return | 18.90% | 17.55%+1.4pp | 32.73%-13.8pp | 17.84%+1.1pp |
| Employer contribution / active EE | $849 | $4,596-81.5% | $7,263-88.3% | $2,790-69.6% |
| Participant deferral / active EE | $3,118 | $6,491-52.0% | $9,520-67.2% | $4,249-26.6% |
| Admin fee / account holder | $772 | $24,035-96.8% | $25,146-96.9% | $8,951-91.4% |