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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 | $68,186 | $95,453-28.6% | $112,040-39.1% | $82,448-17.3% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.5%-19.7pp | 68.1%-11.3pp |
| Annual return | 17.00% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $353 | $2,318-84.8% | $2,954-88.1% | $2,551-86.2% |
| Participant deferral / active EE | $4,035 | $4,224-4.5% | $5,098-20.8% | $4,139-2.5% |
| Admin fee / account holder | $3,370 | $9,013-62.6% | $12,098-72.1% | $7,234-53.4% |