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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 | $56,154 | $62,549-10.2% | $85,705-34.5% | $85,851-34.6% |
| Participation rate | 34.5% | 61.1%-26.7pp | 69.9%-35.4pp | 69.3%-34.8pp |
| Annual return | 12.96% | 23.77%-10.8pp | 21.49%-8.5pp | 318.63%-305.7pp |
| Employer contribution / active EE | $232 | $1,755-86.8% | $2,619-91.1% | $2,565-90.9% |
| Participant deferral / active EE | $1,117 | $2,802-60.1% | $3,924-71.5% | $3,952-71.7% |
| Admin fee / account holder | $6,417 | $4,644+38.2% | $6,877-6.7% | $6,261+2.5% |