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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 | $59,688 | $55,684+7.2% | $75,900-21.4% | $72,976-18.2% |
| Participation rate | 59.6% | 61.1%-1.5pp | 69.3%-9.6pp | 69.5%-9.8pp |
| Annual return | 20.86% | 27.60%-6.7pp | 30.73%-9.9pp | 81.02%-60.2pp |
| Employer contribution / active EE | $188 | $1,687-88.8% | $2,501-92.5% | $2,440-92.3% |
| Participant deferral / active EE | $2,594 | $2,634-1.5% | $3,604-28.0% | $3,608-28.1% |
| Admin fee / account holder | $5,923 | $3,981+48.8% | $5,421+9.3% | $5,124+15.6% |