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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 | $100,815 | $101,778-0.9% | $164,975-38.9% | $80,925+24.6% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.8pp | 67.7%-2.8pp |
| Annual return | 13.91% | 16.73%-2.8pp | 70.12%-56.2pp | 35.65%-21.7pp |
| Employer contribution / active EE | $255 | $2,954-91.4% | $4,343-94.1% | $2,756-90.8% |
| Participant deferral / active EE | $3,876 | $4,477-13.4% | $6,033-35.8% | $4,299-9.8% |
| Admin fee / account holder | $8,363 | $8,221+1.7% | $12,688-34.1% | $6,940+20.5% |