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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 | $77,444 | $65,246+18.7% | $98,716-21.5% | $67,986+13.9% |
| Participation rate | 40.2% | 51.4%-11.2pp | 69.3%-29.1pp | 57.2%-17.0pp |
| Annual return | 13.67% | 20.58%-6.9pp | 31.81%-18.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $173 | $1,042-83.4% | $2,279-92.4% | $2,019-91.4% |
| Participant deferral / active EE | $2,247 | $2,594-13.4% | $4,048-44.5% | $3,358-33.1% |
| Admin fee / account holder | $4,917 | $4,561+7.8% | $8,703-43.5% | $3,203+53.5% |