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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 | $86,760 | $97,550-11.1% | $120,344-27.9% | $87,485-0.8% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.7%-8.3pp | 68.9%-0.5pp |
| Annual return | 11.85% | 18.41%-6.6pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $422 | $2,291-81.6% | $3,020-86.0% | $2,596-83.8% |
| Participant deferral / active EE | $4,270 | $4,230+1.0% | $5,135-16.8% | $4,274-0.1% |
| Admin fee / account holder | $4,656 | $9,543-51.2% | $12,742-63.5% | $7,775-40.1% |