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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 | $69,813 | $67,602+3.3% | $82,312-15.2% | $70,126-0.4% |
| Participation rate | 32.1% | 72.8%-40.6pp | 76.9%-44.8pp | 69.5%-37.4pp |
| Annual return | 27.53% | 21.57%+6.0pp | 25.88%+1.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $295 | $1,755-83.2% | $2,428-87.9% | $2,343-87.4% |
| Participant deferral / active EE | $1,395 | $2,987-53.3% | $3,706-62.4% | $3,332-58.1% |
| Admin fee / account holder | $369 | $4,512-91.8% | $5,608-93.4% | $4,645-92.1% |