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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 | $87,331 | $77,574+12.6% | $108,753-19.7% | $86,983+0.4% |
| Participation rate | 56.0% | 62.3%-6.3pp | 71.1%-15.1pp | 69.5%-13.5pp |
| Annual return | 16.41% | 18.42%-2.0pp | 37.47%-21.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $284 | $1,611-82.4% | $2,427-88.3% | $2,584-89.0% |
| Participant deferral / active EE | $4,126 | $3,128+31.9% | $4,115+0.3% | $4,194-1.6% |
| Admin fee / account holder | $1,912 | $6,529-70.7% | $10,320-81.5% | $7,856-75.7% |