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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 | $55,567 | $106,749-47.9% | $145,433-61.8% | $82,448-32.6% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 16.79% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $99 | $3,444-97.1% | $4,554-97.8% | $2,551-96.1% |
| Participant deferral / active EE | $4,866 | $6,519-25.4% | $7,897-38.4% | $4,139+17.5% |
| Admin fee / account holder | $1,960 | $8,390-76.6% | $13,129-85.1% | $7,234-72.9% |