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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 | $67,223 | $71,230-5.6% | $93,727-28.3% | $80,959-17.0% |
| Participation rate | 46.0% | 60.4%-14.4pp | 68.7%-22.7pp | 67.7%-21.6pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $310 | $1,565-80.2% | $2,421-87.2% | $2,757-88.8% |
| Participant deferral / active EE | $3,018 | $4,037-25.3% | $4,417-31.7% | $4,300-29.8% |
| Admin fee / account holder | $32,618 | $6,961+368.6% | $8,292+293.4% | $6,925+371.0% |