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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 | $78,017 | $80,983-3.7% | $96,544-19.2% | $75,177+3.8% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 15.68% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $552 | $2,282-75.8% | $2,966-81.4% | $2,671-79.3% |
| Participant deferral / active EE | $3,994 | $3,929+1.7% | $4,851-17.7% | $4,126-3.2% |
| Admin fee / account holder | $11,451 | $6,717+70.5% | $8,254+38.7% | $5,651+102.6% |