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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 | $75,027 | $86,949-13.7% | $102,460-26.8% | $80,959-7.3% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.7%-11.7pp |
| Annual return | 12.61% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $268 | $2,370-88.7% | $3,025-91.1% | $2,757-90.3% |
| Participant deferral / active EE | $5,377 | $4,121+30.5% | $5,056+6.3% | $4,300+25.0% |
| Admin fee / account holder | $911 | $8,048-88.7% | $9,460-90.4% | $6,925-86.8% |