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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 | $82,137 | $138,393-40.6% | $184,256-55.4% | $80,959+1.5% |
| Participation rate | 66.1% | 83.9%-17.8pp | 86.8%-20.8pp | 67.7%-1.6pp |
| Annual return | 18.43% | 20.01%-1.6pp | 28.85%-10.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $846 | $4,847-82.6% | $6,427-86.8% | $2,757-69.3% |
| Participant deferral / active EE | $7,574 | $7,076+7.0% | $9,133-17.1% | $4,300+76.1% |
| Admin fee / account holder | $37,380 | $10,489+256.4% | $13,899+168.9% | $6,925+439.8% |