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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 | $77,231 | $72,486+6.5% | $87,103-11.3% | $72,976+5.8% |
| Participation rate | 47.1% | 72.8%-25.8pp | 76.9%-29.8pp | 69.5%-22.4pp |
| Annual return | 17.69% | 24.46%-6.8pp | 28.19%-10.5pp | 81.02%-63.3pp |
| Employer contribution / active EE | $195 | $1,894-89.7% | $2,521-92.3% | $2,440-92.0% |
| Participant deferral / active EE | $2,001 | $3,270-38.8% | $4,049-50.6% | $3,608-44.5% |
| Admin fee / account holder | $6,480 | $5,055+28.2% | $7,491-13.5% | $5,124+26.5% |