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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 | $69,970 | $67,602+3.5% | $82,312-15.0% | $70,126-0.2% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 15.95% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $345 | $1,755-80.4% | $2,428-85.8% | $2,343-85.3% |
| Participant deferral / active EE | $1,964 | $2,987-34.3% | $3,706-47.0% | $3,332-41.1% |
| Admin fee / account holder | $513 | $4,512-88.6% | $5,608-90.9% | $4,645-89.0% |