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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 | $58,932 | $63,354-7.0% | $94,105-37.4% | $82,637-28.7% |
| Participation rate | 43.5% | 63.8%-20.3pp | 71.9%-28.5pp | 68.1%-24.6pp |
| Annual return | 15.78% | 34.36%-18.6pp | 204.55%-188.8pp | 53.51%-37.7pp |
| Employer contribution / active EE | $168 | $1,760-90.5% | $2,504-93.3% | $2,552-93.4% |
| Participant deferral / active EE | $1,079 | $2,873-62.5% | $3,881-72.2% | $4,126-73.9% |
| Admin fee / account holder | $10,606 | $5,073+109.1% | $6,199+71.1% | $7,339+44.5% |