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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 | $69,453 | $83,369-16.7% | $105,223-34.0% | $67,986+2.2% |
| Participation rate | 24.6% | 56.3%-31.7pp | 75.0%-50.5pp | 57.2%-32.6pp |
| Annual return | 14.44% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $534 | $2,541-79.0% | $3,689-85.5% | $2,019-73.6% |
| Participant deferral / active EE | $1,420 | $3,295-56.9% | $5,072-72.0% | $3,358-57.7% |
| Admin fee / account holder | $3,618 | $4,073-11.2% | $8,859-59.2% | $3,203+13.0% |