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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 | $57,992 | $81,208-28.6% | $98,920-41.4% | $79,852-27.4% |
| Participation rate | 68.6% | 72.5%-3.9pp | 76.0%-7.5pp | 69.6%-1.1pp |
| Annual return | 12.80% | 60.99%-48.2pp | 196.47%-183.7pp | 31.72%-18.9pp |
| Employer contribution / active EE | $292 | $1,960-85.1% | $2,689-89.1% | $2,471-88.2% |
| Participant deferral / active EE | $1,589 | $3,265-51.3% | $4,245-62.6% | $3,740-57.5% |
| Admin fee / account holder | $29,653 | $6,013+393.2% | $6,643+346.4% | $5,306+458.8% |