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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 | $64,832 | $85,515-24.2% | $112,040-42.1% | $67,986-4.6% |
| Participation rate | 47.9% | 68.2%-20.3pp | 76.5%-28.6pp | 57.2%-9.3pp |
| Annual return | 20.35% | 29.68%-9.3pp | 24.52%-4.2pp | 31.67%-11.3pp |
| Employer contribution / active EE | $155 | $2,191-92.9% | $2,954-94.7% | $2,019-92.3% |
| Participant deferral / active EE | $3,183 | $4,014-20.7% | $5,098-37.5% | $3,358-5.2% |
| Admin fee / account holder | $4,713 | $3,774+24.9% | $12,098-61.0% | $3,203+47.1% |