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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 | $63,050 | $95,904-34.3% | $173,730-63.7% | $64,340-2.0% |
| Participation rate | 49.0% | 60.6%-11.6pp | 79.6%-30.5pp | 55.2%-6.2pp |
| Annual return | 12.49% | 17.47%-5.0pp | 19.96%-7.5pp | 24.14%-11.7pp |
| Employer contribution / active EE | $309 | $2,323-86.7% | $4,577-93.3% | $1,862-83.4% |
| Participant deferral / active EE | $2,143 | $3,488-38.5% | $6,326-66.1% | $2,980-28.1% |
| Admin fee / account holder | $23,695 | $5,089+365.6% | $17,523+35.2% | $3,703+540.0% |