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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 | $89,599 | $101,778-12.0% | $164,975-45.7% | $80,925+10.7% |
| Participation rate | 61.1% | 71.8%-10.8pp | 78.6%-17.6pp | 67.7%-6.6pp |
| Annual return | 11.29% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.4pp |
| Employer contribution / active EE | $447 | $2,954-84.9% | $4,343-89.7% | $2,756-83.8% |
| Participant deferral / active EE | $4,708 | $4,477+5.2% | $6,033-22.0% | $4,299+9.5% |
| Admin fee / account holder | $3,535 | $8,221-57.0% | $12,688-72.1% | $6,940-49.1% |