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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 | $53,655 | $73,787-27.3% | $98,716-45.6% | $82,448-34.9% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.5pp |
| Annual return | 18.94% | 18.57%+0.4pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $298 | $1,511-80.3% | $2,279-86.9% | $2,551-88.3% |
| Participant deferral / active EE | $2,063 | $3,081-33.0% | $4,048-49.0% | $4,139-50.2% |
| Admin fee / account holder | $8,183 | $6,500+25.9% | $8,703-6.0% | $7,234+13.1% |