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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 | $71,056 | $83,369-14.8% | $105,223-32.5% | $67,986+4.5% |
| Participation rate | 31.4% | 56.3%-24.9pp | 75.0%-43.7pp | 57.2%-25.8pp |
| Annual return | 14.00% | 24.64%-10.6pp | 180.65%-166.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $258 | $2,541-89.8% | $3,689-93.0% | $2,019-87.2% |
| Participant deferral / active EE | $1,701 | $3,295-48.4% | $5,072-66.5% | $3,358-49.4% |
| Admin fee / account holder | $2,297 | $4,073-43.6% | $8,859-74.1% | $3,203-28.3% |