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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 | $94,541 | $87,733+7.8% | $106,554-11.3% | $85,851+10.1% |
| Participation rate | 66.2% | 71.9%-5.8pp | 76.1%-10.0pp | 69.3%-3.1pp |
| Annual return | 13.69% | 21.86%-8.2pp | 26.80%-13.1pp | 318.63%-304.9pp |
| Employer contribution / active EE | $333 | $2,073-83.9% | $2,819-88.2% | $2,565-87.0% |
| Participant deferral / active EE | $3,228 | $3,469-6.9% | $4,398-26.6% | $3,952-18.3% |
| Admin fee / account holder | $1,510 | $6,767-77.7% | $7,408-79.6% | $6,261-75.9% |