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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 | $118,382 | $72,027+64.4% | $185,861-36.3% | $79,856+48.2% |
| Participation rate | 64.5% | 65.8%-1.3pp | 78.0%-13.5pp | 69.6%-5.1pp |
| Annual return | 18.28% | 23.13%-4.8pp | 35.96%-17.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $62 | $1,965-96.8% | $4,088-98.5% | $2,471-97.5% |
| Participant deferral / active EE | $2,372 | $3,780-37.3% | $5,634-57.9% | $3,741-36.6% |
| Admin fee / account holder | $3,937 | $4,513-12.8% | $9,503-58.6% | $5,306-25.8% |