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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 | $85,515-20.4% | $112,040-39.3% | $67,986+0.1% |
| Participation rate | 45.3% | 68.2%-22.9pp | 76.5%-31.1pp | 57.2%-11.9pp |
| Annual return | 15.39% | 29.68%-14.3pp | 24.52%-9.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $282 | $2,191-87.1% | $2,954-90.5% | $2,019-86.1% |
| Participant deferral / active EE | $2,851 | $4,014-29.0% | $5,098-44.1% | $3,358-15.1% |
| Admin fee / account holder | $5,587 | $3,774+48.1% | $12,098-53.8% | $3,203+74.4% |