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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 | $101,950-45.1% | $125,529-55.4% | $86,983-35.6% |
| Participation rate | 60.9% | 70.2%-9.3pp | 74.7%-13.9pp | 69.5%-8.7pp |
| Annual return | 16.87% | 18.29%-1.4pp | 202.56%-185.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $463 | $2,358-80.4% | $3,058-84.9% | $2,584-82.1% |
| Participant deferral / active EE | $3,267 | $3,862-15.4% | $4,813-32.1% | $4,194-22.1% |
| Admin fee / account holder | $754 | $12,791-94.1% | $16,298-95.4% | $7,856-90.4% |