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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 | $59,183 | $117,895-49.8% | $102,460-42.2% | $145,897-59.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 11.73% | 31.92%-20.2pp | 29.47%-17.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $813 | $3,619-77.5% | $3,025-73.1% | $4,663-82.6% |
| Participant deferral / active EE | $1,770 | $5,736-69.2% | $5,056-65.0% | $6,689-73.5% |
| Admin fee / account holder | $1,923 | $13,353-85.6% | $9,460-79.7% | $13,390-85.6% |