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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 | $37,633 | $53,128-29.2% | $86,581-56.5% | $70,124-46.3% |
| Participation rate | 63.3% | 65.3%-2.0pp | 73.5%-10.2pp | 69.5%-6.2pp |
| Annual return | 21.10% | 27.66%-6.6pp | 965.06%-944.0pp | 73.14%-52.0pp |
| Employer contribution / active EE | $129 | $2,068-93.7% | $2,840-95.4% | $2,342-94.5% |
| Participant deferral / active EE | $2,145 | $2,695-20.4% | $3,609-40.6% | $3,332-35.6% |
| Admin fee / account holder | $2,667 | $3,584-25.6% | $4,904-45.6% | $4,645-42.6% |