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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 | $70,325 | $65,395+7.5% | $182,540-61.5% | $72,975-3.6% |
| Participation rate | 43.1% | 65.4%-22.3pp | 78.0%-34.9pp | 69.5%-26.4pp |
| Annual return | 24.10% | 27.68%-3.6pp | 148.58%-124.5pp | 81.01%-56.9pp |
| Employer contribution / active EE | $277 | $1,911-85.5% | $4,076-93.2% | $2,440-88.6% |
| Participant deferral / active EE | $1,428 | $3,563-59.9% | $5,525-74.2% | $3,608-60.4% |
| Admin fee / account holder | $747 | $4,245-82.4% | $8,593-91.3% | $5,124-85.4% |