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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 | $53,290 | $69,977-23.8% | $108,582-50.9% | $62,881-15.3% |
| Participation rate | 63.8% | 72.9%-9.1pp | 79.6%-15.8pp | 69.3%-5.5pp |
| Annual return | 8.96% | 10.73%-1.8pp | -51.70%+60.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $357 | $2,135-83.3% | $3,758-90.5% | $2,281-84.3% |
| Participant deferral / active EE | $2,514 | $3,165-20.6% | $4,311-41.7% | $3,203-21.5% |
| Admin fee / account holder | $3,346 | $5,076-34.1% | $7,645-56.2% | $4,296-22.1% |