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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 | $53,910 | $60,165-10.4% | $74,184-27.3% | $55,167-2.3% |
| Participation rate | 67.3% | 74.2%-6.9pp | 76.6%-9.3pp | 69.0%-1.7pp |
| Annual return | 6.84% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $310 | $1,600-80.6% | $2,370-86.9% | $1,963-84.2% |
| Participant deferral / active EE | $2,938 | $2,973-1.2% | $3,550-17.2% | $3,054-3.8% |
| Admin fee / account holder | $2,800 | $419+567.7% | $5,586-49.9% | $504+455.6% |