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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 | $85,473 | $80,705+5.9% | $115,768-26.2% | $67,986+25.7% |
| Participation rate | 48.6% | 63.0%-14.3pp | 74.4%-25.7pp | 57.2%-8.6pp |
| Annual return | 15.75% | 18.49%-2.7pp | 100.46%-84.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $302 | $2,046-85.2% | $2,940-89.7% | $2,019-85.0% |
| Participant deferral / active EE | $3,638 | $3,559+2.2% | $4,917-26.0% | $3,358+8.3% |
| Admin fee / account holder | $6,328 | $4,135+53.0% | $12,439-49.1% | $3,203+97.6% |