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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 | $91,412 | $126,661-27.8% | $113,397-19.4% | $138,895-34.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 13.70% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $521 | $3,456-84.9% | $2,977-82.5% | $4,194-87.6% |
| Participant deferral / active EE | $3,384 | $5,693-40.6% | $5,076-33.3% | $6,396-47.1% |
| Admin fee / account holder | $14,859 | $14,549+2.1% | $11,957+24.3% | $12,562+18.3% |