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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 | $73,078 | $54,541+34.0% | $78,778-7.2% | $70,126+4.2% |
| Participation rate | 45.7% | 60.8%-15.1pp | 69.2%-23.5pp | 69.5%-23.8pp |
| Annual return | 14.92% | 21.07%-6.2pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $160 | $1,089-85.3% | $1,986-92.0% | $2,343-93.2% |
| Participant deferral / active EE | $2,270 | $2,210+2.7% | $2,958-23.3% | $3,332-31.9% |
| Admin fee / account holder | $1,270 | $3,709-65.8% | $5,134-75.3% | $4,645-72.7% |