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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 | $72,722 | $87,059-16.5% | $105,608-31.1% | $80,925-10.1% |
| Participation rate | 61.8% | 70.4%-8.7pp | 75.3%-13.5pp | 67.7%-5.9pp |
| Annual return | 12.13% | 17.05%-4.9pp | 116.50%-104.4pp | 35.65%-23.5pp |
| Employer contribution / active EE | $491 | $2,396-79.5% | $3,167-84.5% | $2,756-82.2% |
| Participant deferral / active EE | $3,041 | $3,986-23.7% | $5,010-39.3% | $4,299-29.3% |
| Admin fee / account holder | $2,869 | $8,443-66.0% | $11,028-74.0% | $6,940-58.7% |