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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 | $78,788 | $73,978+6.5% | $96,515-18.4% | $75,173+4.8% |
| Participation rate | 37.0% | 66.4%-29.4pp | 74.3%-37.3pp | 67.2%-30.2pp |
| Annual return | 13.77% | 26.72%-13.0pp | 35.73%-22.0pp | 160.72%-146.9pp |
| Employer contribution / active EE | $665 | $2,931-77.3% | $3,740-82.2% | $2,671-75.1% |
| Participant deferral / active EE | $2,259 | $3,660-38.3% | $4,880-53.7% | $4,126-45.3% |
| Admin fee / account holder | $10,786 | $5,219+106.7% | $6,735+60.1% | $5,651+90.9% |