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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 | $46,780 | $81,504-42.6% | $102,437-54.3% | $80,959-42.2% |
| Participation rate | 65.8% | 66.9%-1.1pp | 74.5%-8.7pp | 67.7%-1.9pp |
| Annual return | 12.55% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $659 | $3,104-78.8% | $3,871-83.0% | $2,757-76.1% |
| Participant deferral / active EE | $2,312 | $3,871-40.3% | $5,060-54.3% | $4,300-46.2% |
| Admin fee / account holder | $10,697 | $6,719+59.2% | $8,388+27.5% | $6,925+54.5% |