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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 | $62,844 | $73,787-14.8% | $98,716-36.3% | $82,448-23.8% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 14.29% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $306 | $1,511-79.7% | $2,279-86.6% | $2,551-88.0% |
| Participant deferral / active EE | $2,994 | $3,081-2.8% | $4,048-26.0% | $4,139-27.7% |
| Admin fee / account holder | $5,683 | $6,500-12.6% | $8,703-34.7% | $7,234-21.4% |