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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 | $83,823 | $93,598-10.4% | $135,974-38.4% | $75,173+11.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 18.65% | 30.89%-12.2pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $374 | $3,538-89.4% | $4,859-92.3% | $2,671-86.0% |
| Participant deferral / active EE | $4,679 | $6,405-27.0% | $7,760-39.7% | $4,126+13.4% |
| Admin fee / account holder | $3,755 | $6,978-46.2% | $10,767-65.1% | $5,651-33.5% |