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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 | $82,502 | $91,439-9.8% | $135,974-39.3% | $71,511+15.4% |
| Participation rate | 60.2% | 75.7%-15.5pp | 81.9%-21.7pp | 67.9%-7.7pp |
| Annual return | 18.45% | 29.90%-11.4pp | 68.30%-49.9pp | 28.86%-10.4pp |
| Employer contribution / active EE | $861 | $3,705-76.7% | $4,859-82.3% | $2,589-66.7% |
| Participant deferral / active EE | $6,897 | $7,093-2.8% | $7,760-11.1% | $4,291+60.8% |
| Admin fee / account holder | $5,683 | $1,267+348.6% | $10,767-47.2% | $1,588+257.8% |