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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 | $55,809 | $80,332-30.5% | $107,187-47.9% | $64,097-12.9% |
| Participation rate | 35.1% | 54.4%-19.3pp | 75.0%-39.9pp | 55.2%-20.1pp |
| Annual return | 20.33% | 24.26%-3.9pp | 204.55%-184.2pp | 34.64%-14.3pp |
| Employer contribution / active EE | $314 | $2,501-87.4% | $3,782-91.7% | $1,891-83.4% |
| Participant deferral / active EE | $1,723 | $3,109-44.6% | $5,096-66.2% | $3,080-44.1% |
| Admin fee / account holder | $8,520 | $4,314+97.5% | $9,162-7.0% | $3,454+146.6% |