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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 | $67,873 | $78,690-13.7% | $161,489-58.0% | $87,485-22.4% |
| Participation rate | 65.7% | 67.5%-1.8pp | 78.7%-13.0pp | 68.9%-3.2pp |
| Annual return | 21.03% | 32.74%-11.7pp | 89.72%-68.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $143 | $2,588-94.5% | $4,268-96.6% | $2,596-94.5% |
| Participant deferral / active EE | $5,971 | $3,311+80.3% | $5,630+6.1% | $4,274+39.7% |
| Admin fee / account holder | $1,864 | $6,724-72.3% | $16,006-88.4% | $7,775-76.0% |