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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 | $65,159 | $87,465-25.5% | $122,979-47.0% | $65,306-0.2% |
| Participation rate | 55.5% | 66.0%-10.5pp | 77.2%-21.7pp | 57.7%-2.2pp |
| Annual return | 20.44% | 19.76%+0.7pp | 20.12%+0.3pp | 21.94%-1.5pp |
| Employer contribution / active EE | $388 | $2,156-82.0% | $3,062-87.3% | $1,967-80.3% |
| Participant deferral / active EE | $1,860 | $3,705-49.8% | $5,003-62.8% | $2,959-37.2% |
| Admin fee / account holder | $2,382 | $5,100-53.3% | $12,864-81.5% | $3,480-31.6% |