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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 | $63,884 | $86,949-26.5% | $102,460-37.6% | $80,959-21.1% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.7%-7.2pp |
| Annual return | 11.85% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $346 | $2,370-85.4% | $3,025-88.6% | $2,757-87.4% |
| Participant deferral / active EE | $3,462 | $4,121-16.0% | $5,056-31.5% | $4,300-19.5% |
| Admin fee / account holder | $25,301 | $8,048+214.4% | $9,460+167.4% | $6,925+265.3% |