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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 | $53,779 | $68,880-21.9% | $120,580-55.4% | $80,959-33.6% |
| Participation rate | 67.5% | 61.7%+5.8pp | 72.0%-4.5pp | 67.7%-0.2pp |
| Annual return | 18.69% | 23.68%-5.0pp | 107.48%-88.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $47 | $2,066-97.7% | $3,469-98.7% | $2,757-98.3% |
| Participant deferral / active EE | $3,083 | $3,191-3.4% | $4,995-38.3% | $4,300-28.3% |
| Admin fee / account holder | $7,807 | $5,785+34.9% | $9,418-17.1% | $6,925+12.7% |