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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 | $59,971 | $57,352+4.6% | $83,831-28.5% | $64,173-6.5% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | 24.63% | 11.38%+13.2pp | 850.99%-826.4pp | 7.63%+17.0pp |
| Employer contribution / active EE | $343 | $2,546-86.5% | $3,631-90.6% | $2,381-85.6% |
| Participant deferral / active EE | $1,620 | $2,993-45.9% | $4,082-60.3% | $3,470-53.3% |
| Admin fee / account holder | $8,191 | $4,046+102.4% | $5,479+49.5% | $4,887+67.6% |