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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 | $63,957 | $59,839+6.9% | $81,991-22.0% | $79,852-19.9% |
| Participation rate | 56.0% | 61.6%-5.6pp | 69.3%-13.3pp | 69.6%-13.6pp |
| Annual return | 18.02% | 17.56%+0.5pp | 41.31%-23.3pp | 31.72%-13.7pp |
| Employer contribution / active EE | $8 | $1,713-99.5% | $2,498-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $2,810 | $2,695+4.3% | $3,722-24.5% | $3,740-24.9% |
| Admin fee / account holder | $1,558 | $4,287-63.7% | $5,665-72.5% | $5,306-70.6% |