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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 | $55,946 | $58,828-4.9% | $78,002-28.3% | $62,881-11.0% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 6.91% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $266 | $1,672-84.1% | $2,470-89.2% | $2,281-88.3% |
| Participant deferral / active EE | $2,325 | $2,686-13.4% | $3,497-33.5% | $3,203-27.4% |
| Admin fee / account holder | $2,575 | $4,393-41.4% | $5,481-53.0% | $4,296-40.1% |