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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 | $68,047 | $87,465-22.2% | $122,979-44.7% | $65,306+4.2% |
| Participation rate | 45.3% | 66.0%-20.7pp | 77.2%-31.8pp | 57.7%-12.3pp |
| Annual return | 15.39% | 19.76%-4.4pp | 20.12%-4.7pp | 21.94%-6.5pp |
| Employer contribution / active EE | $282 | $2,156-86.9% | $3,062-90.8% | $1,967-85.7% |
| Participant deferral / active EE | $2,851 | $3,705-23.0% | $5,003-43.0% | $2,959-3.6% |
| Admin fee / account holder | $5,587 | $5,100+9.5% | $12,864-56.6% | $3,480+60.6% |