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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 | $68,133 | $78,690-13.4% | $161,489-57.8% | $87,485-22.1% |
| Participation rate | 60.3% | 67.5%-7.2pp | 78.7%-18.4pp | 68.9%-8.7pp |
| Annual return | 16.12% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-9.9pp |
| Employer contribution / active EE | $331 | $2,588-87.2% | $4,268-92.3% | $2,596-87.3% |
| Participant deferral / active EE | $3,463 | $3,311+4.6% | $5,630-38.5% | $4,274-19.0% |
| Admin fee / account holder | $3,931 | $6,724-41.5% | $16,006-75.4% | $7,775-49.4% |