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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 | $92,466 | $85,515+8.1% | $112,040-17.5% | $67,986+36.0% |
| Participation rate | 54.1% | 68.2%-14.1pp | 76.5%-22.4pp | 57.2%-3.1pp |
| Annual return | 15.44% | 29.68%-14.2pp | 24.52%-9.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $585 | $2,191-73.3% | $2,954-80.2% | $2,019-71.0% |
| Participant deferral / active EE | $3,911 | $4,014-2.6% | $5,098-23.3% | $3,358+16.5% |
| Admin fee / account holder | $8,496 | $3,774+125.1% | $12,098-29.8% | $3,203+165.2% |