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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 | $64,891 | $67,602-4.0% | $82,312-21.2% | $70,126-7.5% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 14.22% | 21.57%-7.3pp | 25.88%-11.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $179 | $1,755-89.8% | $2,428-92.6% | $2,343-92.3% |
| Participant deferral / active EE | $3,123 | $2,987+4.6% | $3,706-15.7% | $3,332-6.3% |
| Admin fee / account holder | $9,519 | $4,512+111.0% | $5,608+69.7% | $4,645+104.9% |