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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 | $76,191 | $73,978+3.0% | $96,515-21.1% | $75,173+1.4% |
| Participation rate | 46.3% | 66.4%-20.1pp | 74.3%-28.0pp | 67.2%-20.9pp |
| Annual return | 15.38% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $474 | $2,931-83.8% | $3,740-87.3% | $2,671-82.2% |
| Participant deferral / active EE | $2,002 | $3,660-45.3% | $4,880-59.0% | $4,126-51.5% |
| Admin fee / account holder | $2,538 | $5,219-51.4% | $6,735-62.3% | $5,651-55.1% |