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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 | $74,128 | $78,707-5.8% | $117,861-37.1% | $70,126+5.7% |
| Participation rate | 59.0% | 73.2%-14.2pp | 79.7%-20.6pp | 69.5%-10.5pp |
| Annual return | 17.70% | 23.30%-5.6pp | 335.11%-317.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $450 | $2,223-79.7% | $3,786-88.1% | $2,343-80.8% |
| Participant deferral / active EE | $3,003 | $3,297-8.9% | $4,482-33.0% | $3,332-9.9% |
| Admin fee / account holder | $1,314 | $5,066-74.1% | $8,021-83.6% | $4,645-71.7% |