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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 | $76,722 | $71,192+7.8% | $117,861-34.9% | $62,293+23.2% |
| Participation rate | 67.0% | 74.2%-7.2pp | 79.7%-12.7pp | 69.5%-2.5pp |
| Annual return | 17.37% | 18.66%-1.3pp | 335.11%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $464 | $1,934-76.0% | $3,786-87.8% | $2,042-77.3% |
| Participant deferral / active EE | $3,014 | $3,189-5.5% | $4,482-32.8% | $3,169-4.9% |
| Admin fee / account holder | $4,666 | $587+694.5% | $8,021-41.8% | $479+873.4% |