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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 | $70,649 | $76,371-7.5% | $93,621-24.5% | $72,976-3.2% |
| Participation rate | 62.2% | 71.8%-9.6pp | 75.8%-13.6pp | 69.5%-7.3pp |
| Annual return | 20.35% | 25.82%-5.5pp | 32.76%-12.4pp | 81.02%-60.7pp |
| Employer contribution / active EE | $367 | $2,276-83.9% | $2,719-86.5% | $2,440-85.0% |
| Participant deferral / active EE | $1,791 | $3,538-49.4% | $4,070-56.0% | $3,608-50.4% |
| Admin fee / account holder | $4,306 | $6,839-37.0% | $7,890-45.4% | $5,124-16.0% |