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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 | $62,727 | $52,884+18.6% | $84,753-26.0% | $55,167+13.7% |
| Participation rate | 50.4% | 67.5%-17.1pp | 76.6%-26.2pp | 69.0%-18.6pp |
| Annual return | 5.79% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $398 | $2,233-82.2% | $3,574-88.9% | $1,963-79.7% |
| Participant deferral / active EE | $1,720 | $2,644-35.0% | $3,712-53.7% | $3,054-43.7% |
| Admin fee / account holder | $672 | $581+15.7% | $5,333-87.4% | $504+33.4% |