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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 | $69,697 | $123,793-43.7% | $177,840-60.8% | $79,852-12.7% |
| Participation rate | 60.2% | 84.7%-24.4pp | 87.7%-27.5pp | 69.6%-9.4pp |
| Annual return | 15.64% | 22.82%-7.2pp | 48.32%-32.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $444 | $4,095-89.2% | $5,919-92.5% | $2,471-82.0% |
| Participant deferral / active EE | $4,746 | $5,956-20.3% | $7,714-38.5% | $3,740+26.9% |
| Admin fee / account holder | $5,464 | $7,243-24.6% | $12,431-56.0% | $5,306+3.0% |