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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 | $69,199 | $57,976+19.4% | $63,018+9.8% | $62,293+11.1% |
| Participation rate | 53.8% | 75.9%-22.2pp | 74.8%-21.0pp | 69.5%-15.7pp |
| Annual return | 11.81% | 17.54%-5.7pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $457 | $2,415-81.1% | $2,761-83.5% | $2,042-77.6% |
| Participant deferral / active EE | $2,939 | $2,956-0.6% | $3,330-11.7% | $3,169-7.3% |
| Admin fee / account holder | $1,609 | $276+483.3% | $3,601-55.3% | $479+235.6% |