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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 | $55,408 | $76,696-27.8% | $96,538-42.6% | $71,529-22.5% |
| Participation rate | 33.5% | 66.6%-33.1pp | 74.3%-40.9pp | 67.9%-34.5pp |
| Annual return | 22.85% | 48.32%-25.5pp | 35.74%-12.9pp | 28.97%-6.1pp |
| Employer contribution / active EE | $320 | $3,032-89.4% | $3,740-91.4% | $2,590-87.6% |
| Participant deferral / active EE | $1,800 | $3,770-52.3% | $4,880-63.1% | $4,291-58.1% |
| Admin fee / account holder | $5,371 | $2,030+164.6% | $6,737-20.3% | $1,588+238.1% |