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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 | $75,774 | $76,834-1.4% | $108,359-30.1% | $87,485-13.4% |
| Participation rate | 64.1% | 61.7%+2.3pp | 70.1%-6.1pp | 68.9%-4.9pp |
| Annual return | 13.25% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $115 | $1,556-92.6% | $2,399-95.2% | $2,596-95.6% |
| Participant deferral / active EE | $2,300 | $3,100-25.8% | $4,137-44.4% | $4,274-46.2% |
| Admin fee / account holder | $6,209 | $6,537-5.0% | $9,741-36.3% | $7,775-20.1% |