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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 | $138,393-49.2% | $184,256-61.9% | $80,959-13.2% |
| Participation rate | 68.3% | 83.9%-15.6pp | 86.8%-18.5pp | 67.7%+0.6pp |
| Annual return | 14.34% | 20.01%-5.7pp | 28.85%-14.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,402 | $4,847-71.1% | $6,427-78.2% | $2,757-49.1% |
| Participant deferral / active EE | $4,936 | $7,076-30.2% | $9,133-46.0% | $4,300+14.8% |
| Admin fee / account holder | $805 | $10,489-92.3% | $13,899-94.2% | $6,925-88.4% |