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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 | $52,887 | $50,554+4.6% | $67,681-21.9% | $87,485-39.5% |
| Participation rate | 32.1% | 67.7%-35.6pp | 73.7%-41.7pp | 68.9%-36.9pp |
| Annual return | 13.58% | 17.81%-4.2pp | 590.58%-577.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $348 | $1,988-82.5% | $2,678-87.0% | $2,596-86.6% |
| Participant deferral / active EE | $2,053 | $2,961-30.7% | $3,976-48.4% | $4,274-52.0% |
| Admin fee / account holder | $15,561 | $4,132+276.6% | $6,100+155.1% | $7,775+100.1% |