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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 | $51,719 | $106,749-51.6% | $145,433-64.4% | $82,448-37.3% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 29.31% | 27.59%+1.7pp | 66.58%-37.3pp | 41.64%-12.3pp |
| Employer contribution / active EE | $520 | $3,444-84.9% | $4,554-88.6% | $2,551-79.6% |
| Participant deferral / active EE | $2,770 | $6,519-57.5% | $7,897-64.9% | $4,139-33.1% |
| Admin fee / account holder | $416 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |