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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 | $77,878 | $86,949-10.4% | $102,460-24.0% | $80,959-3.8% |
| Participation rate | 55.4% | 72.4%-17.0pp | 76.5%-21.1pp | 67.7%-12.3pp |
| Annual return | 12.90% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $418 | $2,370-82.4% | $3,025-86.2% | $2,757-84.8% |
| Participant deferral / active EE | $3,255 | $4,121-21.0% | $5,056-35.6% | $4,300-24.3% |
| Admin fee / account holder | $5,989 | $8,048-25.6% | $9,460-36.7% | $6,925-13.5% |