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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 | $55,799 | $89,532-37.7% | $103,431-46.1% | $80,911-31.0% |
| Participation rate | 39.5% | 76.0%-36.6pp | 80.5%-41.1pp | 67.6%-28.2pp |
| Annual return | 12.33% | 22.80%-10.5pp | 23.92%-11.6pp | 35.63%-23.3pp |
| Employer contribution / active EE | $968 | $4,023-75.9% | $4,678-79.3% | $2,756-64.9% |
| Participant deferral / active EE | $1,789 | $5,459-67.2% | $6,625-73.0% | $4,297-58.4% |
| Admin fee / account holder | $1,931 | $6,774-71.5% | $9,412-79.5% | $6,935-72.2% |