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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 | $63,846 | $105,284-39.4% | $150,734-57.6% | $94,015-32.1% |
| Participation rate | 51.6% | 71.7%-20.2pp | 78.4%-26.9pp | 70.8%-19.3pp |
| Annual return | 15.42% | 15.67%-0.3pp | 600.81%-585.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $355 | $3,599-90.1% | $4,918-92.8% | $2,790-87.3% |
| Participant deferral / active EE | $2,900 | $4,274-32.1% | $5,610-48.3% | $4,249-31.7% |
| Admin fee / account holder | $6,510 | $9,839-33.8% | $14,905-56.3% | $8,951-27.3% |