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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 | $75,685 | $78,428-3.5% | $95,960-21.1% | $79,852-5.2% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 18.67% | 19.37%-0.7pp | 91.63%-73.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $426 | $1,945-78.1% | $2,541-83.3% | $2,471-82.8% |
| Participant deferral / active EE | $2,128 | $3,440-38.1% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $1,429 | $5,622-74.6% | $6,797-79.0% | $5,306-73.1% |