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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 | $59,016 | $72,492-18.6% | $87,104-32.2% | $72,975-19.1% |
| Participation rate | 67.2% | 72.8%-5.6pp | 76.9%-9.7pp | 69.5%-2.3pp |
| Annual return | 20.63% | 24.46%-3.8pp | 28.19%-7.6pp | 81.01%-60.4pp |
| Employer contribution / active EE | $268 | $1,894-85.9% | $2,521-89.4% | $2,440-89.0% |
| Participant deferral / active EE | $2,679 | $3,270-18.1% | $4,048-33.8% | $3,608-25.8% |
| Admin fee / account holder | $19,442 | $5,055+284.6% | $7,491+159.5% | $5,124+279.4% |