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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 | $32,646 | $69,444-53.0% | $92,985-64.9% | $87,485-62.7% |
| Participation rate | 59.3% | 63.3%-4.0pp | 69.5%-10.2pp | 68.9%-9.7pp |
| Annual return | 14.03% | 23.85%-9.8pp | 27.99%-14.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $393 | $1,917-79.5% | $2,662-85.2% | $2,596-84.9% |
| Participant deferral / active EE | $2,359 | $3,364-29.9% | $4,377-46.1% | $4,274-44.8% |
| Admin fee / account holder | $10,488 | $6,137+70.9% | $9,463+10.8% | $7,775+34.9% |