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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 | $60,302 | $57,541+4.8% | $95,740-37.0% | $75,173-19.8% |
| Participation rate | 33.3% | 62.5%-29.2pp | 72.3%-38.9pp | 67.2%-33.9pp |
| Annual return | 16.87% | 34.93%-18.1pp | 28.41%-11.5pp | 160.72%-143.8pp |
| Employer contribution / active EE | $316 | $1,808-82.5% | $2,836-88.9% | $2,671-88.2% |
| Participant deferral / active EE | $1,579 | $3,074-48.6% | $4,244-62.8% | $4,126-61.7% |
| Admin fee / account holder | $1,899 | $4,099-53.7% | $5,676-66.5% | $5,651-66.4% |