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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 | $68,443 | $76,551-10.6% | $123,894-44.8% | $62,881+8.8% |
| Participation rate | 58.6% | 73.0%-14.4pp | 81.4%-22.8pp | 69.3%-10.7pp |
| Annual return | 6.74% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5 | $2,882-99.8% | $4,617-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $4,275 | $4,840-11.7% | $5,984-28.6% | $3,203+33.5% |
| Admin fee / account holder | $652 | $4,826-86.5% | $8,357-92.2% | $4,296-84.8% |