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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 | $70,274 | $138,385-49.2% | $184,200-61.8% | $80,874-13.1% |
| Participation rate | 68.3% | 83.9%-15.6pp | 86.8%-18.5pp | 67.6%+0.6pp |
| Annual return | 14.34% | 20.02%-5.7pp | 28.80%-14.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,402 | $4,849-71.1% | $6,424-78.2% | $2,756-49.1% |
| Participant deferral / active EE | $4,936 | $7,073-30.2% | $9,132-45.9% | $4,297+14.9% |
| Admin fee / account holder | $805 | $10,483-92.3% | $13,907-94.2% | $6,935-88.4% |