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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 | $70,341 | $58,493+20.3% | $84,023-16.3% | $72,976-3.6% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 18.33% | 28.93%-10.6pp | 71.32%-53.0pp | 81.02%-62.7pp |
| Employer contribution / active EE | $177 | $1,163-84.8% | $1,984-91.1% | $2,440-92.7% |
| Participant deferral / active EE | $1,482 | $2,394-38.1% | $3,239-54.2% | $3,608-58.9% |
| Admin fee / account holder | $4,890 | $4,569+7.0% | $6,102-19.9% | $5,124-4.6% |