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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 | $75,706 | $71,526+5.8% | $98,450-23.1% | $71,495+5.9% |
| Participation rate | 39.4% | 72.7%-33.3pp | 75.2%-35.8pp | 67.9%-28.5pp |
| Annual return | 21.55% | 32.42%-10.9pp | 21.16%+0.4pp | 28.85%-7.3pp |
| Employer contribution / active EE | $54 | $2,400-97.7% | $3,049-98.2% | $2,589-97.9% |
| Participant deferral / active EE | $3,690 | $4,110-10.2% | $4,739-22.1% | $4,291-14.0% |
| Admin fee / account holder | $847 | $1,675-49.5% | $8,961-90.6% | $1,588-46.7% |