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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 | $70,918 | $57,073+24.3% | $85,126-16.7% | $80,925-12.4% |
| Participation rate | 47.4% | 56.4%-9.0pp | 67.5%-20.2pp | 67.7%-20.3pp |
| Annual return | 14.75% | 21.69%-6.9pp | 66.63%-51.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $118 | $1,801-93.4% | $2,731-95.7% | $2,756-95.7% |
| Participant deferral / active EE | $1,733 | $3,113-44.3% | $4,523-61.7% | $4,299-59.7% |
| Admin fee / account holder | $1,911 | $4,988-61.7% | $6,160-69.0% | $6,940-72.5% |