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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 | $90,736 | $86,922+4.4% | $102,438-11.4% | $80,874+12.2% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.6%-6.1pp |
| Annual return | 14.83% | 18.90%-4.1pp | 29.37%-14.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $167 | $2,369-92.9% | $3,024-94.5% | $2,756-93.9% |
| Participant deferral / active EE | $2,327 | $4,119-43.5% | $5,054-54.0% | $4,297-45.8% |
| Admin fee / account holder | $3,305 | $8,050-58.9% | $9,448-65.0% | $6,935-52.3% |