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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 | $60,453 | $60,349+0.2% | $74,184-18.5% | $62,881-3.9% |
| Participation rate | 63.5% | 72.7%-9.2pp | 76.6%-13.1pp | 69.3%-5.8pp |
| Annual return | 5.28% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $288 | $1,680-82.9% | $2,370-87.8% | $2,281-87.4% |
| Participant deferral / active EE | $1,921 | $2,856-32.7% | $3,550-45.9% | $3,203-40.0% |
| Admin fee / account holder | $10,554 | $4,261+147.7% | $5,586+88.9% | $4,296+145.7% |