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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 | $55,389 | $97,648-43.3% | $121,663-54.5% | $87,485-36.7% |
| Participation rate | 34.3% | 70.5%-36.2pp | 74.5%-40.2pp | 68.9%-34.6pp |
| Annual return | 15.54% | 18.03%-2.5pp | 147.54%-132.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $543 | $2,300-76.4% | $3,020-82.0% | $2,596-79.1% |
| Participant deferral / active EE | $4,155 | $3,923+5.9% | $4,887-15.0% | $4,274-2.8% |
| Admin fee / account holder | $10,846 | $11,100-2.3% | $14,289-24.1% | $7,775+39.5% |