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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 | $56,224 | $58,828-4.4% | $78,002-27.9% | $62,881-10.6% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 8.06% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $243 | $1,672-85.5% | $2,470-90.2% | $2,281-89.4% |
| Participant deferral / active EE | $2,630 | $2,686-2.1% | $3,497-24.8% | $3,203-17.9% |
| Admin fee / account holder | $469 | $4,393-89.3% | $5,481-91.4% | $4,296-89.1% |