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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 | $62,587 | $56,047+11.7% | $98,716-36.6% | $79,634-21.4% |
| Participation rate | 17.3% | 54.6%-37.4pp | 69.3%-52.0pp | 62.5%-45.2pp |
| Annual return | 14.89% | 17.58%-2.7pp | 31.81%-16.9pp | 36.46%-21.6pp |
| Employer contribution / active EE | $61 | $1,237-95.1% | $2,279-97.3% | $2,529-97.6% |
| Participant deferral / active EE | $907 | $2,469-63.3% | $4,048-77.6% | $3,835-76.3% |
| Admin fee / account holder | $3,570 | $1,512+136.1% | $8,703-59.0% | $1,002+256.3% |