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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 | $57,057 | $58,275-2.1% | $81,844-30.3% | $80,935-29.5% |
| Participation rate | 56.3% | 63.5%-7.2pp | 72.4%-16.1pp | 67.7%-11.4pp |
| Annual return | 11.29% | 41.82%-30.5pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $234 | $2,346-90.0% | $2,916-92.0% | $2,757-91.5% |
| Participant deferral / active EE | $2,795 | $3,285-14.9% | $4,323-35.4% | $4,299-35.0% |
| Admin fee / account holder | $7,492 | $4,749+57.8% | $7,355+1.9% | $6,924+8.2% |