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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 | $55,732 | $84,233-33.8% | $170,436-67.3% | $70,131-20.5% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 15.21% | 23.06%-7.9pp | 205.94%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $10 | $3,387-99.7% | $5,433-99.8% | $2,342-99.6% |
| Participant deferral / active EE | $3,912 | $3,086+26.8% | $4,939-20.8% | $3,332+17.4% |
| Admin fee / account holder | $1,637 | $5,698-71.3% | $13,880-88.2% | $4,645-64.8% |