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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 | $75,714 | $52,580+44.0% | $71,671+5.6% | $70,126+8.0% |
| Participation rate | 48.7% | 60.9%-12.2pp | 68.7%-20.0pp | 69.5%-20.8pp |
| Annual return | 15.21% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $158 | $1,616-90.2% | $2,460-93.6% | $2,343-93.3% |
| Participant deferral / active EE | $1,863 | $2,386-21.9% | $3,438-45.8% | $3,332-44.1% |
| Admin fee / account holder | $1,032 | $3,653-71.7% | $5,558-81.4% | $4,645-77.8% |