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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 | $74,994 | $67,602+10.9% | $82,312-8.9% | $70,126+6.9% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 18.84% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $315 | $1,755-82.0% | $2,428-87.0% | $2,343-86.5% |
| Participant deferral / active EE | $5,123 | $2,987+71.5% | $3,706+38.2% | $3,332+53.8% |
| Admin fee / account holder | $1,669 | $4,512-63.0% | $5,608-70.2% | $4,645-64.1% |