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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 | $106,602 | $126,661-15.8% | $113,397-6.0% | $138,895-23.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 16.37% | 25.05%-8.7pp | 23.20%-6.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $549 | $3,456-84.1% | $2,977-81.6% | $4,194-86.9% |
| Participant deferral / active EE | $3,761 | $5,693-33.9% | $5,076-25.9% | $6,396-41.2% |
| Admin fee / account holder | $817 | $14,549-94.4% | $11,957-93.2% | $12,562-93.5% |