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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 | $58,508 | $55,889+4.7% | $76,119-23.1% | $80,935-27.7% |
| Participation rate | 49.3% | 62.1%-12.8pp | 69.1%-19.8pp | 67.7%-18.4pp |
| Annual return | 19.75% | 20.58%-0.8pp | 361.25%-341.5pp | 35.66%-15.9pp |
| Employer contribution / active EE | $99 | $1,866-94.7% | $2,693-96.3% | $2,757-96.4% |
| Participant deferral / active EE | $2,009 | $3,051-34.2% | $4,259-52.8% | $4,299-53.3% |
| Admin fee / account holder | $3,586 | $5,241-31.6% | $6,421-44.2% | $6,924-48.2% |