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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 | $54,542 | $81,457-33.0% | $103,378-47.2% | $80,911-32.6% |
| Participation rate | 57.3% | 66.8%-9.5pp | 74.5%-17.2pp | 67.6%-10.3pp |
| Annual return | 11.50% | 25.58%-14.1pp | 24.91%-13.4pp | 35.63%-24.1pp |
| Employer contribution / active EE | $379 | $3,107-87.8% | $3,870-90.2% | $2,756-86.2% |
| Participant deferral / active EE | $1,727 | $3,871-55.4% | $5,058-65.8% | $4,297-59.8% |
| Admin fee / account holder | $6,361 | $6,717-5.3% | $8,401-24.3% | $6,935-8.3% |