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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 | $76,834+13.7% | $108,359-19.4% | $87,485-0.2% |
| Participation rate | 56.0% | 61.7%-5.7pp | 70.1%-14.1pp | 68.9%-12.9pp |
| Annual return | 16.41% | 19.09%-2.7pp | 36.89%-20.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $284 | $1,556-81.8% | $2,399-88.2% | $2,596-89.1% |
| Participant deferral / active EE | $4,126 | $3,100+33.1% | $4,137-0.3% | $4,274-3.4% |
| Admin fee / account holder | $1,912 | $6,537-70.7% | $9,741-80.4% | $7,775-75.4% |