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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 | $74,383 | $65,395+13.7% | $182,540-59.3% | $72,975+1.9% |
| Participation rate | 56.8% | 65.4%-8.7pp | 78.0%-21.2pp | 69.5%-12.7pp |
| Annual return | 20.54% | 27.68%-7.1pp | 148.58%-128.0pp | 81.01%-60.5pp |
| Employer contribution / active EE | $122 | $1,911-93.6% | $4,076-97.0% | $2,440-95.0% |
| Participant deferral / active EE | $8,772 | $3,563+146.2% | $5,525+58.8% | $3,608+143.1% |
| Admin fee / account holder | $4,684 | $4,245+10.4% | $8,593-45.5% | $5,124-8.6% |