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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 | $56,539 | $67,411-16.1% | $91,004-37.9% | $70,126-19.4% |
| Participation rate | 57.5% | 71.4%-13.9pp | 75.6%-18.1pp | 69.5%-12.0pp |
| Annual return | 19.04% | -40.16%+59.2pp | 4.60%+14.4pp | 73.15%-54.1pp |
| Employer contribution / active EE | $131 | $1,786-92.7% | $2,456-94.7% | $2,343-94.4% |
| Participant deferral / active EE | $2,429 | $2,823-14.0% | $3,548-31.5% | $3,332-27.1% |
| Admin fee / account holder | $3,707 | $4,236-12.5% | $5,417-31.6% | $4,645-20.2% |