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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 | $69,245 | $71,192-2.7% | $117,861-41.2% | $62,293+11.2% |
| Participation rate | 53.8% | 74.2%-20.5pp | 79.7%-25.9pp | 69.5%-15.7pp |
| Annual return | 18.23% | 18.66%-0.4pp | 335.11%-316.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $326 | $1,934-83.1% | $3,786-91.4% | $2,042-84.0% |
| Participant deferral / active EE | $3,260 | $3,189+2.2% | $4,482-27.3% | $3,169+2.9% |
| Admin fee / account holder | $2,023 | $587+244.5% | $8,021-74.8% | $479+322.0% |