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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 | $63,528 | $67,411-5.8% | $91,004-30.2% | $70,126-9.4% |
| Participation rate | 46.8% | 71.4%-24.6pp | 75.6%-28.8pp | 69.5%-22.8pp |
| Annual return | 15.39% | -40.16%+55.6pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $287 | $1,786-83.9% | $2,456-88.3% | $2,343-87.8% |
| Participant deferral / active EE | $1,259 | $2,823-55.4% | $3,548-64.5% | $3,332-62.2% |
| Admin fee / account holder | $9,959 | $4,236+135.1% | $5,417+83.8% | $4,645+114.4% |