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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 | $75,807-22.3% | $116,096-49.2% | $86,983-32.2% |
| Participation rate | 43.5% | 66.9%-23.4pp | 73.3%-29.8pp | 69.5%-26.1pp |
| Annual return | 15.78% | 18.57%-2.8pp | 326.25%-310.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $168 | $1,892-91.1% | $2,503-93.3% | $2,584-93.5% |
| Participant deferral / active EE | $1,079 | $3,212-66.4% | $3,952-72.7% | $4,194-74.3% |
| Admin fee / account holder | $10,606 | $6,659+59.3% | $7,704+37.7% | $7,856+35.0% |