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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 | $70,442 | $73,787-4.5% | $98,716-28.6% | $82,448-14.6% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.3%-3.5pp | 68.1%-2.3pp |
| Annual return | 16.72% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $301 | $1,511-80.1% | $2,279-86.8% | $2,551-88.2% |
| Participant deferral / active EE | $2,916 | $3,081-5.4% | $4,048-28.0% | $4,139-29.6% |
| Admin fee / account holder | $6,747 | $6,500+3.8% | $8,703-22.5% | $7,234-6.7% |