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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 | $65,288 | $67,411-3.1% | $91,004-28.3% | $70,126-6.9% |
| Participation rate | 55.6% | 71.4%-15.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 16.73% | -40.16%+56.9pp | 4.60%+12.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $249 | $1,786-86.1% | $2,456-89.9% | $2,343-89.4% |
| Participant deferral / active EE | $2,030 | $2,823-28.1% | $3,548-42.8% | $3,332-39.1% |
| Admin fee / account holder | $3,491 | $4,236-17.6% | $5,417-35.6% | $4,645-24.8% |