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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 | $60,030 | $78,428-23.5% | $95,960-37.4% | $79,852-24.8% |
| Participation rate | 60.9% | 73.5%-12.6pp | 77.1%-16.2pp | 69.6%-8.8pp |
| Annual return | 12.09% | 19.37%-7.3pp | 91.63%-79.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $470 | $1,945-75.8% | $2,541-81.5% | $2,471-81.0% |
| Participant deferral / active EE | $2,951 | $3,440-14.2% | $4,167-29.2% | $3,740-21.1% |
| Admin fee / account holder | $10,347 | $5,622+84.0% | $6,797+52.2% | $5,306+95.0% |