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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 | $74,774 | $45,079+65.9% | $69,461+7.6% | $72,983+2.5% |
| Participation rate | 69.0% | 68.5%+0.5pp | 74.6%-5.6pp | 69.5%-0.5pp |
| Annual return | 15.51% | 22.65%-7.1pp | 28.97%-13.5pp | 81.01%-65.5pp |
| Employer contribution / active EE | $207 | $2,055-89.9% | $2,779-92.6% | $2,440-91.5% |
| Participant deferral / active EE | $1,751 | $2,603-32.7% | $3,536-50.5% | $3,608-51.5% |
| Admin fee / account holder | $22,125 | $3,056+624.0% | $3,840+476.2% | $5,124+331.8% |