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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 | $55,997 | $61,815-9.4% | $97,295-42.4% | $80,959-30.8% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.7%-45.4pp | 67.7%-40.4pp |
| Annual return | 14.73% | -558.73%+573.5pp | 75.62%-60.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $301 | $1,836-83.6% | $2,723-88.9% | $2,757-89.1% |
| Participant deferral / active EE | $1,334 | $3,027-55.9% | $4,264-68.7% | $4,300-69.0% |
| Admin fee / account holder | $4,973 | $5,166-3.7% | $5,646-11.9% | $6,925-28.2% |