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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 | $60,917 | $81,358-25.1% | $155,556-60.8% | $80,959-24.8% |
| Participation rate | 65.7% | 66.3%-0.6pp | 78.2%-12.6pp | 67.7%-2.0pp |
| Annual return | 17.59% | 33.39%-15.8pp | 64.84%-47.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $335 | $3,106-89.2% | $4,675-92.8% | $2,757-87.9% |
| Participant deferral / active EE | $3,063 | $3,455-11.3% | $5,631-45.6% | $4,300-28.8% |
| Admin fee / account holder | $15,344 | $7,994+92.0% | $15,885-3.4% | $6,925+121.6% |