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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 | $79,116 | $97,550-18.9% | $120,344-34.3% | $87,485-9.6% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.7%-11.0pp | 68.9%-3.2pp |
| Annual return | 14.85% | 18.41%-3.6pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $484 | $2,291-78.9% | $3,020-84.0% | $2,596-81.3% |
| Participant deferral / active EE | $3,939 | $4,230-6.9% | $5,135-23.3% | $4,274-7.8% |
| Admin fee / account holder | $6,650 | $9,543-30.3% | $12,742-47.8% | $7,775-14.5% |