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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 | $60,615 | $52,580+15.3% | $71,671-15.4% | $70,126-13.6% |
| Participation rate | 32.7% | 60.9%-28.2pp | 68.7%-36.1pp | 69.5%-36.8pp |
| Annual return | 16.96% | 20.25%-3.3pp | 20.65%-3.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $248 | $1,616-84.6% | $2,460-89.9% | $2,343-89.4% |
| Participant deferral / active EE | $1,597 | $2,386-33.1% | $3,438-53.6% | $3,332-52.1% |
| Admin fee / account holder | $7,845 | $3,653+114.8% | $5,558+41.1% | $4,645+68.9% |