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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 | $64,864 | $135,905-52.3% | $126,068-48.5% | $198,609-67.3% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 13.24% | 14.07%-0.8pp | 15.01%-1.8pp | 202.70%-189.5pp |
| Employer contribution / active EE | $438 | $4,245-89.7% | $3,968-89.0% | $5,055-91.3% |
| Participant deferral / active EE | $8,750 | $8,523+2.7% | $8,214+6.5% | $6,977+25.4% |
| Admin fee / account holder | $20,534 | $21,036-2.4% | $18,264+12.4% | $19,030+7.9% |