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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 | $54,317 | $106,267-48.9% | $96,520-43.7% | $139,456-61.1% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 16.11% | 38.45%-22.3pp | 35.72%-19.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $604 | $4,105-85.3% | $3,739-83.9% | $4,753-87.3% |
| Participant deferral / active EE | $5,842 | $5,454+7.1% | $4,879+19.8% | $6,711-13.0% |
| Admin fee / account holder | $619 | $7,882-92.1% | $6,733-90.8% | $11,407-94.6% |