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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 | $75,074 | $81,476-7.9% | $102,383-26.7% | $80,925-7.2% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.7%-11.8pp |
| Annual return | 16.65% | 25.59%-8.9pp | 24.94%-8.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $778 | $3,105-74.9% | $3,870-79.9% | $2,756-71.8% |
| Participant deferral / active EE | $3,999 | $3,871+3.3% | $5,060-21.0% | $4,299-7.0% |
| Admin fee / account holder | $10,176 | $6,717+51.5% | $8,391+21.3% | $6,940+46.6% |