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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 | $59,625 | $69,977-14.8% | $108,582-45.1% | $62,881-5.2% |
| Participation rate | 57.0% | 72.9%-15.9pp | 79.6%-22.6pp | 69.3%-12.3pp |
| Annual return | 4.82% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $337 | $2,135-84.2% | $3,758-91.0% | $2,281-85.2% |
| Participant deferral / active EE | $3,220 | $3,165+1.8% | $4,311-25.3% | $3,203+0.5% |
| Admin fee / account holder | $2,248 | $5,076-55.7% | $7,645-70.6% | $4,296-47.7% |