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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 | $87,084 | $79,867+9.0% | $120,344-27.6% | $64,340+35.4% |
| Participation rate | 48.9% | 63.0%-14.1pp | 76.7%-27.8pp | 55.2%-6.3pp |
| Annual return | 14.78% | 21.10%-6.3pp | 20.30%-5.5pp | 24.14%-9.4pp |
| Employer contribution / active EE | $334 | $1,925-82.7% | $3,020-88.9% | $1,862-82.1% |
| Participant deferral / active EE | $2,226 | $3,593-38.0% | $5,135-56.6% | $2,980-25.3% |
| Admin fee / account holder | $2,127 | $5,039-57.8% | $12,742-83.3% | $3,703-42.5% |