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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 | $90,385 | $86,949+4.0% | $102,460-11.8% | $80,959+11.6% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.7%-5.6pp |
| Annual return | 11.94% | 18.89%-7.0pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $580 | $2,370-75.5% | $3,025-80.8% | $2,757-79.0% |
| Participant deferral / active EE | $3,141 | $4,121-23.8% | $5,056-37.9% | $4,300-27.0% |
| Admin fee / account holder | $49,465 | $8,048+514.7% | $9,460+422.9% | $6,925+614.3% |