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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 | $45,363 | $67,411-32.7% | $91,004-50.2% | $70,124-35.3% |
| Participation rate | 69.0% | 71.4%-2.4pp | 75.6%-6.6pp | 69.5%-0.6pp |
| Annual return | 14.28% | -40.16%+54.4pp | 4.60%+9.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $162 | $1,786-90.9% | $2,456-93.4% | $2,342-93.1% |
| Participant deferral / active EE | $2,642 | $2,823-6.4% | $3,548-25.5% | $3,332-20.7% |
| Admin fee / account holder | $2,450 | $4,236-42.2% | $5,417-54.8% | $4,645-47.3% |