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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 | $80,184 | $72,492+10.6% | $87,104-7.9% | $72,975+9.9% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.9%-27.5pp | 69.5%-20.1pp |
| Annual return | 22.21% | 24.46%-2.2pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $436 | $1,894-77.0% | $2,521-82.7% | $2,440-82.1% |
| Participant deferral / active EE | $1,647 | $3,270-49.6% | $4,048-59.3% | $3,608-54.4% |
| Admin fee / account holder | $6,292 | $5,055+24.5% | $7,491-16.0% | $5,124+22.8% |