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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 | $129,638 | $138,386-6.3% | $184,260-29.6% | $80,935+60.2% |
| Participation rate | 64.0% | 83.9%-19.9pp | 86.8%-22.8pp | 67.7%-3.7pp |
| Annual return | 16.23% | 20.02%-3.8pp | 28.84%-12.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,476 | $4,851-69.6% | $6,427-77.0% | $2,757-46.4% |
| Participant deferral / active EE | $4,003 | $7,076-43.4% | $9,133-56.2% | $4,299-6.9% |
| Admin fee / account holder | $6,853 | $10,489-34.7% | $13,898-50.7% | $6,924-1.0% |