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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 | $56,151 | $65,027-13.7% | $90,970-38.3% | $79,852-29.7% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.0%-8.3pp | 69.6%-9.0pp |
| Annual return | 13.23% | 30.45%-17.2pp | 134.58%-121.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $225 | $1,247-82.0% | $2,122-89.4% | $2,471-90.9% |
| Participant deferral / active EE | $2,419 | $2,512-3.7% | $3,373-28.3% | $3,740-35.3% |
| Admin fee / account holder | $2,819 | $4,535-37.8% | $5,960-52.7% | $5,306-46.9% |