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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 | $51,244 | $136,860-62.6% | $120,344-57.4% | $154,746-66.9% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 21.65% | 21.38%+0.3pp | 20.30%+1.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $791 | $3,533-77.6% | $3,020-73.8% | $4,379-81.9% |
| Participant deferral / active EE | $5,624 | $5,793-2.9% | $5,135+9.5% | $6,730-16.4% |
| Admin fee / account holder | $923 | $15,393-94.0% | $12,742-92.8% | $14,365-93.6% |