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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 | $58,090 | $38,969+49.1% | $109,313-46.9% | $55,167+5.3% |
| Participation rate | 51.9% | 58.2%-6.3pp | 71.3%-19.3pp | 69.0%-17.1pp |
| Annual return | 10.40% | 8.26%+2.1pp | 22.07%-11.7pp | 169.23%-158.8pp |
| Employer contribution / active EE | $224 | $1,227-81.7% | $3,892-94.2% | $1,963-88.6% |
| Participant deferral / active EE | $1,665 | $2,176-23.5% | $3,166-47.4% | $3,054-45.5% |
| Admin fee / account holder | $451 | $501-10.0% | $5,666-92.0% | $504-10.5% |