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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 | $79,711 | $67,606+17.9% | $82,313-3.2% | $70,124+13.7% |
| Participation rate | 43.2% | 72.8%-29.6pp | 76.9%-33.7pp | 69.5%-26.3pp |
| Annual return | 15.81% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $223 | $1,755-87.3% | $2,428-90.8% | $2,342-90.5% |
| Participant deferral / active EE | $2,075 | $2,987-30.5% | $3,706-44.0% | $3,332-37.7% |
| Admin fee / account holder | $3,494 | $4,512-22.6% | $5,608-37.7% | $4,645-24.8% |