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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 | $72,208 | $71,230+1.4% | $93,727-23.0% | $80,959-10.8% |
| Participation rate | 62.3% | 60.4%+1.9pp | 68.7%-6.4pp | 67.7%-5.4pp |
| Annual return | 11.04% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $134 | $1,565-91.4% | $2,421-94.4% | $2,757-95.1% |
| Participant deferral / active EE | $2,687 | $4,037-33.5% | $4,417-39.2% | $4,300-37.5% |
| Admin fee / account holder | $3,869 | $6,961-44.4% | $8,292-53.3% | $6,925-44.1% |