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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 | $74,535-5.5% | $100,712-30.1% | $82,637-14.8% |
| Participation rate | 65.8% | 61.2%+4.6pp | 69.3%-3.5pp | 68.1%-2.3pp |
| Annual return | 16.72% | 18.92%-2.2pp | 33.27%-16.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $301 | $1,503-80.0% | $2,313-87.0% | $2,552-88.2% |
| Participant deferral / active EE | $2,916 | $3,074-5.1% | $4,085-28.6% | $4,126-29.3% |
| Admin fee / account holder | $6,747 | $6,576+2.6% | $9,256-27.1% | $7,339-8.1% |