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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 | $73,903 | $81,947-9.8% | $105,387-29.9% | $72,976+1.3% |
| Participation rate | 57.8% | 76.5%-18.8pp | 82.6%-24.8pp | 69.5%-11.7pp |
| Annual return | 19.08% | 42.90%-23.8pp | 26.82%-7.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $734 | $3,468-78.8% | $4,213-82.6% | $2,440-69.9% |
| Participant deferral / active EE | $3,144 | $4,494-30.0% | $5,502-42.9% | $3,608-12.8% |
| Admin fee / account holder | $17,505 | $6,258+179.7% | $6,559+166.9% | $5,124+241.6% |