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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 | $80,916 | $86,949-6.9% | $102,460-21.0% | $80,959-0.1% |
| Participation rate | 65.5% | 72.4%-6.9pp | 76.5%-11.0pp | 67.7%-2.2pp |
| Annual return | 11.58% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $405 | $2,370-82.9% | $3,025-86.6% | $2,757-85.3% |
| Participant deferral / active EE | $4,065 | $4,121-1.4% | $5,056-19.6% | $4,300-5.5% |
| Admin fee / account holder | $14,353 | $8,048+78.4% | $9,460+51.7% | $6,925+107.3% |