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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 | $59,845 | $67,606-11.5% | $82,313-27.3% | $70,124-14.7% |
| Participation rate | 59.6% | 72.8%-13.1pp | 76.9%-17.2pp | 69.5%-9.9pp |
| Annual return | 20.29% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $164 | $1,755-90.6% | $2,428-93.2% | $2,342-93.0% |
| Participant deferral / active EE | $1,909 | $2,987-36.1% | $3,706-48.5% | $3,332-42.7% |
| Admin fee / account holder | $758 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |