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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 | $71,572 | $86,949-17.7% | $102,460-30.1% | $80,959-11.6% |
| Participation rate | 47.5% | 72.4%-24.9pp | 76.5%-29.0pp | 67.7%-20.2pp |
| Annual return | 12.89% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $629 | $2,370-73.5% | $3,025-79.2% | $2,757-77.2% |
| Participant deferral / active EE | $2,052 | $4,121-50.2% | $5,056-59.4% | $4,300-52.3% |
| Admin fee / account holder | $10,820 | $8,048+34.5% | $9,460+14.4% | $6,925+56.2% |