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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 | $67,538 | $78,707-14.2% | $117,861-42.7% | $70,126-3.7% |
| Participation rate | 51.3% | 73.2%-21.9pp | 79.7%-28.4pp | 69.5%-18.3pp |
| Annual return | 15.12% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $467 | $2,223-79.0% | $3,786-87.7% | $2,343-80.1% |
| Participant deferral / active EE | $2,369 | $3,297-28.2% | $4,482-47.1% | $3,332-28.9% |
| Admin fee / account holder | $439 | $5,066-91.3% | $8,021-94.5% | $4,645-90.5% |