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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 | $89,702 | $81,504+10.1% | $102,437-12.4% | $80,959+10.8% |
| Participation rate | 58.0% | 66.9%-8.9pp | 74.5%-16.5pp | 67.7%-9.7pp |
| Annual return | 21.32% | 25.60%-4.3pp | 24.95%-3.6pp | 35.67%-14.3pp |
| Employer contribution / active EE | $529 | $3,104-83.0% | $3,871-86.3% | $2,757-80.8% |
| Participant deferral / active EE | $2,665 | $3,871-31.2% | $5,060-47.3% | $4,300-38.0% |
| Admin fee / account holder | $8,345 | $6,719+24.2% | $8,388-0.5% | $6,925+20.5% |