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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 | $76,783 | $83,485-8.0% | $125,192-38.7% | $72,975+5.2% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.4pp | 69.5%-6.2pp |
| Annual return | 16.39% | 25.77%-9.4pp | 43.79%-27.4pp | 81.01%-64.6pp |
| Employer contribution / active EE | $395 | $2,346-83.2% | $3,866-89.8% | $2,440-83.8% |
| Participant deferral / active EE | $2,941 | $3,586-18.0% | $4,937-40.4% | $3,608-18.5% |
| Admin fee / account holder | $31,493 | $5,518+470.8% | $9,704+224.5% | $5,124+514.6% |