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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 | $64,709 | $87,132-25.7% | $105,624-38.7% | $80,959-20.1% |
| Participation rate | 69.0% | 70.4%-1.5pp | 75.3%-6.3pp | 67.7%+1.3pp |
| Annual return | 33.90% | 17.03%+16.9pp | 116.20%-82.3pp | 35.67%-1.8pp |
| Employer contribution / active EE | $412 | $2,397-82.8% | $3,168-87.0% | $2,757-85.1% |
| Participant deferral / active EE | $3,329 | $3,985-16.5% | $5,013-33.6% | $4,300-22.6% |
| Admin fee / account holder | $22,434 | $8,449+165.5% | $10,961+104.7% | $6,925+223.9% |