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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 | $159,569 | $181,896-12.3% | $156,551+1.9% | $273,972-41.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.53% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,094 | $6,248-82.5% | $5,501-80.1% | $4,869-77.5% |
| Participant deferral / active EE | $4,566 | $5,550-17.7% | $4,871-6.3% | $5,287-13.6% |
| Admin fee / account holder | $1,710 | $15,560-89.0% | $13,028-86.9% | $10,133-83.1% |