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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 | $84,930 | $76,107+11.6% | $96,576-12.1% | $71,495+18.8% |
| Participation rate | 59.0% | 74.4%-15.4pp | 76.0%-16.9pp | 67.9%-8.9pp |
| Annual return | 18.87% | 22.81%-3.9pp | 25.87%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $496 | $2,247-77.9% | $2,965-83.3% | $2,589-80.9% |
| Participant deferral / active EE | $4,420 | $4,218+4.8% | $4,851-8.9% | $4,291+3.0% |
| Admin fee / account holder | $3,979 | $2,708+46.9% | $8,253-51.8% | $1,588+150.6% |