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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 | $61,366 | $67,602-9.2% | $82,312-25.4% | $70,126-12.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 14.63% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $182 | $1,755-89.6% | $2,428-92.5% | $2,343-92.2% |
| Participant deferral / active EE | $2,308 | $2,987-22.7% | $3,706-37.7% | $3,332-30.7% |
| Admin fee / account holder | $5,002 | $4,512+10.9% | $5,608-10.8% | $4,645+7.7% |