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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 | $62,190 | $69,977-11.1% | $108,582-42.7% | $62,881-1.1% |
| Participation rate | 61.4% | 72.9%-11.5pp | 79.6%-18.2pp | 69.3%-7.9pp |
| Annual return | 8.05% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $436 | $2,135-79.6% | $3,758-88.4% | $2,281-80.9% |
| Participant deferral / active EE | $2,909 | $3,165-8.1% | $4,311-32.5% | $3,203-9.2% |
| Admin fee / account holder | $6,850 | $5,076+34.9% | $7,645-10.4% | $4,296+59.5% |