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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 | $76,859 | $78,705-2.3% | $117,860-34.8% | $70,124+9.6% |
| Participation rate | 54.7% | 73.2%-18.5pp | 79.7%-25.0pp | 69.5%-14.9pp |
| Annual return | 17.53% | 23.30%-5.8pp | 335.10%-317.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $336 | $2,223-84.9% | $3,786-91.1% | $2,342-85.6% |
| Participant deferral / active EE | $3,755 | $3,297+13.9% | $4,482-16.2% | $3,332+12.7% |
| Admin fee / account holder | $3,160 | $5,065-37.6% | $8,021-60.6% | $4,645-32.0% |