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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 | $55,709 | $106,524-47.7% | $152,301-63.4% | $87,485-36.3% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.4%-22.0pp | 68.9%-8.5pp |
| Annual return | 18.31% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $511 | $3,371-84.9% | $4,624-89.0% | $2,596-80.3% |
| Participant deferral / active EE | $4,808 | $6,525-26.3% | $8,004-39.9% | $4,274+12.5% |
| Admin fee / account holder | $5,450 | $8,287-34.2% | $14,398-62.1% | $7,775-29.9% |