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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 | $100,262 | $108,825-7.9% | $156,181-35.8% | $82,448+21.6% |
| Participation rate | 58.5% | 72.4%-13.9pp | 78.8%-20.4pp | 68.1%-9.6pp |
| Annual return | 19.20% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $414 | $2,870-85.6% | $4,294-90.4% | $2,551-83.8% |
| Participant deferral / active EE | $4,139 | $4,577-9.6% | $6,132-32.5% | $4,1390% |
| Admin fee / account holder | $6,635 | $9,341-29.0% | $14,586-54.5% | $7,234-8.3% |