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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 | $67,225 | $78,423-14.3% | $95,964-29.9% | $79,856-15.8% |
| Participation rate | 42.1% | 73.5%-31.4pp | 77.1%-35.0pp | 69.6%-27.5pp |
| Annual return | 11.70% | 19.37%-7.7pp | 91.64%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $467 | $1,945-76.0% | $2,541-81.6% | $2,471-81.1% |
| Participant deferral / active EE | $2,188 | $3,440-36.4% | $4,167-47.5% | $3,741-41.5% |
| Admin fee / account holder | $29,450 | $5,622+423.9% | $6,797+333.3% | $5,306+455.0% |