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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 | $60,846 | $65,041-6.5% | $90,965-33.1% | $79,858-23.8% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.0%-23.2pp | 69.6%-23.9pp |
| Annual return | 22.29% | 30.45%-8.2pp | 134.57%-112.3pp | 31.72%-9.4pp |
| Employer contribution / active EE | $223 | $1,247-82.1% | $2,122-89.5% | $2,471-91.0% |
| Participant deferral / active EE | $2,239 | $2,512-10.9% | $3,373-33.6% | $3,740-40.1% |
| Admin fee / account holder | $4,934 | $4,536+8.8% | $5,960-17.2% | $5,306-7.0% |