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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 | $58,550 | $132,310-55.7% | $105,754-44.6% | $273,972-78.6% |
| Participation rate | 46.7% | 83.2%-36.5pp | 78.9%-32.2pp | 83.0%-36.3pp |
| Annual return | 6.81% | 10.08%-3.3pp | 12.25%-5.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $679 | $4,867-86.0% | $4,079-83.3% | $4,869-86.0% |
| Participant deferral / active EE | $3,364 | $6,233-46.0% | $5,326-36.8% | $5,287-36.4% |
| Admin fee / account holder | $7,045 | $12,036-41.5% | $8,309-15.2% | $10,133-30.5% |