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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 | $69,731 | $78,425-11.1% | $95,956-27.3% | $79,858-12.7% |
| Participation rate | 47.9% | 73.5%-25.6pp | 77.1%-29.2pp | 69.6%-21.7pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $435 | $1,945-77.6% | $2,541-82.9% | $2,471-82.4% |
| Participant deferral / active EE | $2,368 | $3,440-31.2% | $4,167-43.2% | $3,740-36.7% |
| Admin fee / account holder | $3,995 | $5,622-28.9% | $6,797-41.2% | $5,306-24.7% |