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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 | $142,885 | $213,785-33.2% | $185,441-22.9% | $155,188-7.9% |
| Participation rate | 64.7% | 83.2%-18.5pp | 80.3%-15.6pp | 80.8%-16.1pp |
| Annual return | 13.59% | 19.97%-6.4pp | 20.16%-6.6pp | 148.84%-135.2pp |
| Employer contribution / active EE | $584 | $5,393-89.2% | $4,672-87.5% | $4,248-86.2% |
| Participant deferral / active EE | $2,783 | $6,864-59.5% | $6,152-54.8% | $6,531-57.4% |
| Admin fee / account holder | $11,783 | $21,134-44.2% | $17,890-34.1% | $14,480-18.6% |