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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 | $63,911 | $73,787-13.4% | $98,716-35.3% | $82,448-22.5% |
| Participation rate | 60.4% | 61.4%-1.0pp | 69.3%-8.9pp | 68.1%-7.7pp |
| Annual return | 14.97% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $298 | $1,511-80.3% | $2,279-86.9% | $2,551-88.3% |
| Participant deferral / active EE | $2,641 | $3,081-14.3% | $4,048-34.7% | $4,139-36.2% |
| Admin fee / account holder | $23,338 | $6,500+259.0% | $8,703+168.2% | $7,234+222.6% |