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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 | $63,662 | $67,411-5.6% | $91,004-30.0% | $70,126-9.2% |
| Participation rate | 36.0% | 71.4%-35.3pp | 75.6%-39.6pp | 69.5%-33.5pp |
| Annual return | 17.91% | -40.16%+58.1pp | 4.60%+13.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $45 | $1,786-97.5% | $2,456-98.2% | $2,343-98.1% |
| Participant deferral / active EE | $1,711 | $2,823-39.4% | $3,548-51.8% | $3,332-48.7% |
| Admin fee / account holder | $4,174 | $4,236-1.5% | $5,417-23.0% | $4,645-10.1% |