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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 | $84,682 | $109,620-22.8% | $148,496-43.0% | $94,015-9.9% |
| Participation rate | 42.6% | 71.3%-28.7pp | 76.0%-33.5pp | 70.8%-28.2pp |
| Annual return | 11.79% | 17.54%-5.7pp | 12.33%-0.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $411 | $2,618-84.3% | $3,497-88.2% | $2,790-85.3% |
| Participant deferral / active EE | $2,644 | $3,831-31.0% | $4,808-45.0% | $4,249-37.8% |
| Admin fee / account holder | $12,473 | $10,050+24.1% | $19,547-36.2% | $8,951+39.3% |