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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 | $81,680 | $91,760-11.0% | $156,181-47.7% | $67,986+20.1% |
| Participation rate | 65.5% | 65.0%+0.5pp | 78.8%-13.3pp | 57.2%+8.3pp |
| Annual return | 13.17% | 18.14%-5.0pp | 64.87%-51.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $448 | $2,419-81.5% | $4,294-89.6% | $2,019-77.8% |
| Participant deferral / active EE | $4,481 | $3,960+13.1% | $6,132-26.9% | $3,358+33.4% |
| Admin fee / account holder | $11,823 | $3,949+199.4% | $14,586-18.9% | $3,203+269.1% |