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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 | $87,190 | $88,996-2.0% | $78,004+11.8% | $138,895-37.2% |
| Participation rate | 58.8% | 74.4%-15.5pp | 69.4%-10.6pp | 79.9%-21.1pp |
| Annual return | 15.59% | 28.03%-12.4pp | 31.07%-15.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $385 | $2,917-86.8% | $2,469-84.4% | $4,194-90.8% |
| Participant deferral / active EE | $4,798 | $4,724+1.6% | $4,092+17.3% | $6,396-25.0% |
| Admin fee / account holder | $1,486 | $8,807-83.1% | $7,578-80.4% | $12,562-88.2% |