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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 | $76,833 | $58,493+31.4% | $84,023-8.6% | $72,976+5.3% |
| Participation rate | 46.0% | 61.2%-15.3pp | 69.0%-23.0pp | 69.5%-23.5pp |
| Annual return | 17.27% | 28.93%-11.7pp | 71.32%-54.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $138 | $1,163-88.1% | $1,984-93.0% | $2,440-94.3% |
| Participant deferral / active EE | $2,155 | $2,394-10.0% | $3,239-33.5% | $3,608-40.3% |
| Admin fee / account holder | $4,710 | $4,569+3.1% | $6,102-22.8% | $5,124-8.1% |