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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 | $56,247 | $91,179-38.3% | $178,499-68.5% | $79,852-29.6% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.10%-138.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $340 | $3,256-89.6% | $5,011-93.2% | $2,471-86.3% |
| Participant deferral / active EE | $1,880 | $3,236-41.9% | $5,202-63.9% | $3,740-49.7% |
| Admin fee / account holder | $14,094 | $6,749+108.8% | $13,986+0.8% | $5,306+165.6% |