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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 | $73,845 | $80,983-8.8% | $96,544-23.5% | $75,177-1.8% |
| Participation rate | 57.4% | 71.8%-14.3pp | 76.0%-18.5pp | 67.2%-9.8pp |
| Annual return | 15.60% | 27.05%-11.5pp | 25.88%-10.3pp | 160.75%-145.2pp |
| Employer contribution / active EE | $467 | $2,282-79.6% | $2,966-84.3% | $2,671-82.5% |
| Participant deferral / active EE | $2,343 | $3,929-40.4% | $4,851-51.7% | $4,126-43.2% |
| Admin fee / account holder | $16,833 | $6,717+150.6% | $8,254+103.9% | $5,651+197.9% |