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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 | $81,350 | $97,550-16.6% | $120,344-32.4% | $87,485-7.0% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.7%-23.5pp | 68.9%-15.7pp |
| Annual return | 13.84% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.2pp |
| Employer contribution / active EE | $501 | $2,291-78.1% | $3,020-83.4% | $2,596-80.7% |
| Participant deferral / active EE | $3,266 | $4,230-22.8% | $5,135-36.4% | $4,274-23.6% |
| Admin fee / account holder | $3,454 | $9,543-63.8% | $12,742-72.9% | $7,775-55.6% |