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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 | $142,972-62.2% | $214,702-74.8% | $86,983-37.8% |
| Participation rate | 55.0% | 84.9%-29.9pp | 87.5%-32.5pp | 69.5%-14.5pp |
| Annual return | 18.90% | 18.49%+0.4pp | 54.55%-35.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $849 | $4,635-81.7% | $6,461-86.9% | $2,584-67.1% |
| Participant deferral / active EE | $3,118 | $6,568-52.5% | $9,147-65.9% | $4,194-25.7% |
| Admin fee / account holder | $772 | $17,617-95.6% | $19,830-96.1% | $7,856-90.2% |