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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 | $64,220 | $72,492-11.4% | $87,104-26.3% | $72,975-12.0% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.9%-13.7pp | 69.5%-6.3pp |
| Annual return | 16.52% | 24.46%-7.9pp | 28.19%-11.7pp | 81.01%-64.5pp |
| Employer contribution / active EE | $337 | $1,894-82.2% | $2,521-86.6% | $2,440-86.2% |
| Participant deferral / active EE | $1,492 | $3,270-54.4% | $4,048-63.1% | $3,608-58.6% |
| Admin fee / account holder | $6,955 | $5,055+37.6% | $7,491-7.2% | $5,124+35.7% |