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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 | $77,854 | $83,485-6.7% | $125,195-37.8% | $72,976+6.7% |
| Participation rate | 37.8% | 73.3%-35.5pp | 79.8%-42.0pp | 69.5%-31.7pp |
| Annual return | 19.45% | 25.77%-6.3pp | 43.79%-24.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $324 | $2,346-86.2% | $3,866-91.6% | $2,440-86.7% |
| Participant deferral / active EE | $2,370 | $3,586-33.9% | $4,937-52.0% | $3,608-34.3% |
| Admin fee / account holder | $10,637 | $5,518+92.8% | $9,704+9.6% | $5,124+107.6% |