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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 | $68,923 | $65,378+5.4% | $87,103-20.9% | $65,186+5.7% |
| Participation rate | 52.7% | 75.3%-22.6pp | 76.9%-24.1pp | 70.2%-17.5pp |
| Annual return | 19.57% | 31.28%-11.7pp | 28.19%-8.6pp | 29.39%-9.8pp |
| Employer contribution / active EE | $296 | $1,823-83.8% | $2,521-88.3% | $2,177-86.4% |
| Participant deferral / active EE | $1,972 | $3,389-41.8% | $4,049-51.3% | $3,514-43.9% |
| Admin fee / account holder | $10,410 | $520+1902.5% | $7,491+39.0% | $847+1128.7% |