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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 | $54,199 | $91,559-40.8% | $133,978-59.5% | $79,856-32.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 19.74% | 61.85%-42.1pp | 45.10%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $326 | $2,384-86.3% | $3,919-91.7% | $2,471-86.8% |
| Participant deferral / active EE | $3,884 | $3,734+4.0% | $5,047-23.0% | $3,741+3.8% |
| Admin fee / account holder | $3,067 | $6,321-51.5% | $8,930-65.7% | $5,306-42.2% |