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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 | $91,176 | $95,404-4.4% | $113,397-19.6% | $82,637+10.3% |
| Participation rate | 59.6% | 72.8%-13.3pp | 76.5%-16.9pp | 68.1%-8.5pp |
| Annual return | 14.07% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $598 | $2,307-74.1% | $2,977-79.9% | $2,552-76.6% |
| Participant deferral / active EE | $2,725 | $4,220-35.4% | $5,076-46.3% | $4,126-34.0% |
| Admin fee / account holder | $7,781 | $9,168-15.1% | $11,957-34.9% | $7,339+6.0% |