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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 | $82,564 | $73,638+12.1% | $95,964-14.0% | $73,497+12.3% |
| Participation rate | 52.2% | 76.2%-23.9pp | 77.1%-24.9pp | 70.7%-18.5pp |
| Annual return | 13.74% | 16.78%-3.0pp | 91.64%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $367 | $1,863-80.3% | $2,541-85.6% | $2,270-83.8% |
| Participant deferral / active EE | $2,448 | $3,617-32.3% | $4,167-41.2% | $3,740-34.5% |
| Admin fee / account holder | $5,102 | $482+958.4% | $6,797-24.9% | $513+894.5% |