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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 | $56,014 | $65,361-14.3% | $92,903-39.7% | $72,983-23.3% |
| Participation rate | 37.7% | 68.3%-30.6pp | 76.0%-38.3pp | 69.5%-31.8pp |
| Annual return | 20.08% | 42.11%-22.0pp | 109.43%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $555 | $2,594-78.6% | $3,653-84.8% | $2,440-77.2% |
| Participant deferral / active EE | $1,700 | $3,128-45.7% | $4,238-59.9% | $3,608-52.9% |
| Admin fee / account holder | $2,570 | $4,251-39.6% | $5,795-55.7% | $5,124-49.9% |