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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 | $48,673 | $78,425-37.9% | $95,956-49.3% | $79,858-39.0% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.0pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.63%-76.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $275 | $1,945-85.9% | $2,541-89.2% | $2,471-88.9% |
| Participant deferral / active EE | $2,998 | $3,440-12.8% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $3,296 | $5,622-41.4% | $6,797-51.5% | $5,306-37.9% |