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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 | $55,164 | $94,436-41.6% | $115,599-52.3% | $82,637-33.2% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.3%-5.0pp | 68.1%+1.2pp |
| Annual return | 14.80% | 18.37%-3.6pp | 111.10%-96.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $388 | $2,324-83.3% | $2,955-86.9% | $2,552-84.8% |
| Participant deferral / active EE | $2,602 | $3,955-34.2% | $4,889-46.8% | $4,126-36.9% |
| Admin fee / account holder | $4,634 | $10,328-55.1% | $12,841-63.9% | $7,339-36.9% |