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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 | $61,934 | $65,712-5.7% | $57,196+8.3% | $273,972-77.4% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 2.69% | 22.01%-19.3pp | 14.59%-11.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $31 | $3,280-99.0% | $2,683-98.8% | $4,869-99.4% |
| Participant deferral / active EE | $2,783 | $3,782-26.4% | $3,096-10.1% | $5,287-47.4% |
| Admin fee / account holder | $7,475 | $4,838+54.5% | $3,141+138.0% | $10,133-26.2% |