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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 | $77,104 | $123,793-37.7% | $177,827-56.6% | $79,858-3.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.7%-25.2pp | 69.6%-7.1pp |
| Annual return | 19.00% | 22.82%-3.8pp | 48.32%-29.3pp | 31.72%-12.7pp |
| Employer contribution / active EE | $515 | $4,095-87.4% | $5,918-91.3% | $2,471-79.2% |
| Participant deferral / active EE | $8,527 | $5,956+43.2% | $7,713+10.5% | $3,740+128.0% |
| Admin fee / account holder | $10,373 | $7,243+43.2% | $12,429-16.5% | $5,306+95.5% |