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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 | $48,835 | $162,785-70.0% | $133,959-63.5% | $158,950-69.3% |
| Participation rate | 68.4% | 83.2%-14.8pp | 79.8%-11.4pp | 82.0%-13.5pp |
| Annual return | 10.82% | 41.94%-31.1pp | 45.09%-34.3pp | 302.91%-292.1pp |
| Employer contribution / active EE | $739 | $4,975-85.2% | $3,919-81.2% | $4,762-84.5% |
| Participant deferral / active EE | $5,521 | $5,910-6.6% | $5,047+9.4% | $5,983-7.7% |
| Admin fee / account holder | $36,771 | $11,738+213.3% | $8,928+311.9% | $11,248+226.9% |