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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 | $70,348 | $135,956-48.3% | $123,894-43.2% | $273,972-74.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $376 | $5,170-92.7% | $4,617-91.8% | $4,869-92.3% |
| Participant deferral / active EE | $3,780 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $18,077 | $9,817+84.1% | $8,357+116.3% | $10,133+78.4% |