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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 | $82,817 | $81,504+1.6% | $102,437-19.2% | $80,959+2.3% |
| Participation rate | 52.3% | 66.9%-14.5pp | 74.5%-22.2pp | 67.7%-15.4pp |
| Annual return | 12.76% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $764 | $3,104-75.4% | $3,871-80.3% | $2,757-72.3% |
| Participant deferral / active EE | $3,282 | $3,871-15.2% | $5,060-35.1% | $4,300-23.7% |
| Admin fee / account holder | $2,199 | $6,719-67.3% | $8,388-73.8% | $6,925-68.2% |