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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 | $78,733 | $95,404-17.5% | $113,397-30.6% | $82,637-4.7% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.5%-18.0pp | 68.1%-9.5pp |
| Annual return | 15.98% | 19.08%-3.1pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $358 | $2,307-84.5% | $2,977-88.0% | $2,552-86.0% |
| Participant deferral / active EE | $4,123 | $4,220-2.3% | $5,076-18.8% | $4,126-0.1% |
| Admin fee / account holder | $18,696 | $9,168+103.9% | $11,957+56.4% | $7,339+154.7% |