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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 | $64,375 | $58,828+9.4% | $78,002-17.5% | $62,881+2.4% |
| Participation rate | 39.0% | 71.1%-32.0pp | 75.5%-36.5pp | 69.3%-30.3pp |
| Annual return | 4.82% | 17.16%-12.3pp | 425.99%-421.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $76 | $1,672-95.4% | $2,470-96.9% | $2,281-96.7% |
| Participant deferral / active EE | $1,587 | $2,686-40.9% | $3,497-54.6% | $3,203-50.5% |
| Admin fee / account holder | $8,814 | $4,393+100.6% | $5,481+60.8% | $4,296+105.2% |