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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 | $58,850 | $78,423-25.0% | $95,964-38.7% | $79,856-26.3% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 10.17% | 19.37%-9.2pp | 91.64%-81.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $307 | $1,945-84.2% | $2,541-87.9% | $2,471-87.6% |
| Participant deferral / active EE | $2,717 | $3,440-21.0% | $4,167-34.8% | $3,741-27.4% |
| Admin fee / account holder | $2,642 | $5,622-53.0% | $6,797-61.1% | $5,306-50.2% |