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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 | $61,903 | $71,197-13.1% | $93,669-33.9% | $80,925-23.5% |
| Participation rate | 52.9% | 60.4%-7.5pp | 68.7%-15.9pp | 67.7%-14.8pp |
| Annual return | 37.92% | 11.27%+26.7pp | 133.59%-95.7pp | 35.65%+2.3pp |
| Employer contribution / active EE | $94 | $1,565-94.0% | $2,424-96.1% | $2,756-96.6% |
| Participant deferral / active EE | $2,216 | $4,036-45.1% | $4,416-49.8% | $4,299-48.5% |
| Admin fee / account holder | $1,217 | $6,959-82.5% | $8,291-85.3% | $6,940-82.5% |