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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 | $63,104 | $77,638-18.7% | $156,551-59.7% | $62,881+0.4% |
| Participation rate | 60.9% | 71.2%-10.3pp | 84.0%-23.1pp | 69.3%-8.4pp |
| Annual return | 6.26% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $240 | $3,444-93.0% | $5,501-95.6% | $2,281-89.5% |
| Participant deferral / active EE | $2,843 | $3,046-6.6% | $4,871-41.6% | $3,203-11.2% |
| Admin fee / account holder | $7,645 | $5,561+37.5% | $13,028-41.3% | $4,296+78.0% |