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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 | $55,984 | $97,648-42.7% | $121,663-54.0% | $87,485-36.0% |
| Participation rate | 60.9% | 70.5%-9.6pp | 74.5%-13.6pp | 68.9%-8.1pp |
| Annual return | 16.87% | 18.03%-1.2pp | 147.54%-130.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $463 | $2,300-79.9% | $3,020-84.7% | $2,596-82.2% |
| Participant deferral / active EE | $3,267 | $3,923-16.7% | $4,887-33.2% | $4,274-23.6% |
| Admin fee / account holder | $754 | $11,100-93.2% | $14,289-94.7% | $7,775-90.3% |