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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 | $56,633 | $59,804-5.3% | $81,982-30.9% | $79,856-29.1% |
| Participation rate | 22.8% | 61.6%-38.8pp | 69.3%-46.4pp | 69.6%-46.8pp |
| Annual return | 26.48% | 17.56%+8.9pp | 41.31%-14.8pp | 31.71%-5.2pp |
| Employer contribution / active EE | $119 | $1,713-93.1% | $2,498-95.2% | $2,471-95.2% |
| Participant deferral / active EE | $1,352 | $2,695-49.8% | $3,722-63.7% | $3,741-63.9% |
| Admin fee / account holder | $6,792 | $4,288+58.4% | $5,665+19.9% | $5,306+28.0% |