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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 | $56,878 | $79,955-28.9% | $98,461-42.2% | $75,173-24.3% |
| Participation rate | 69.8% | 70.4%-0.6pp | 75.2%-5.4pp | 67.2%+2.6pp |
| Annual return | 13.02% | 19.75%-6.7pp | 21.17%-8.2pp | 160.72%-147.7pp |
| Employer contribution / active EE | $250 | $2,264-89.0% | $3,049-91.8% | $2,671-90.6% |
| Participant deferral / active EE | $2,758 | $3,752-26.5% | $4,738-41.8% | $4,126-33.2% |
| Admin fee / account holder | $19,518 | $6,841+185.3% | $8,961+117.8% | $5,651+245.4% |