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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 | $85,860 | $81,504+5.3% | $102,437-16.2% | $80,959+6.1% |
| Participation rate | 59.2% | 66.9%-7.7pp | 74.5%-15.4pp | 67.7%-8.5pp |
| Annual return | 22.51% | 25.60%-3.1pp | 24.95%-2.4pp | 35.67%-13.2pp |
| Employer contribution / active EE | $524 | $3,104-83.1% | $3,871-86.5% | $2,757-81.0% |
| Participant deferral / active EE | $4,670 | $3,871+20.7% | $5,060-7.7% | $4,300+8.6% |
| Admin fee / account holder | $13,400 | $6,719+99.4% | $8,388+59.8% | $6,925+93.5% |