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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 | $65,214 | $54,541+19.6% | $78,778-17.2% | $70,126-7.0% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.2%-31.7pp | 69.5%-32.0pp |
| Annual return | 20.57% | 21.07%-0.5pp | 35.62%-15.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $70 | $1,089-93.6% | $1,986-96.5% | $2,343-97.0% |
| Participant deferral / active EE | $1,548 | $2,210-30.0% | $2,958-47.7% | $3,332-53.6% |
| Admin fee / account holder | $2,376 | $3,709-35.9% | $5,134-53.7% | $4,645-48.9% |