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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 | $68,878-21.9% | $120,574-55.4% | $80,935-33.6% |
| Participation rate | 67.5% | 61.7%+5.8pp | 71.9%-4.4pp | 67.7%-0.2pp |
| Annual return | 18.69% | 23.67%-5.0pp | 107.42%-88.7pp | 35.66%-17.0pp |
| Employer contribution / active EE | $47 | $2,065-97.7% | $3,471-98.7% | $2,757-98.3% |
| Participant deferral / active EE | $3,083 | $3,189-3.3% | $4,996-38.3% | $4,299-28.3% |
| Admin fee / account holder | $7,807 | $5,782+35.0% | $9,445-17.3% | $6,924+12.7% |